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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,912 | $76,642-40.1% | $146,866-68.7% | $65,306-29.7% |
| Participation rate | 66.7% | 61.2%+5.4pp | 82.5%-15.8pp | 57.7%+9.0pp |
| Annual return | 32.43% | 33.40%-1.0pp | 102.85%-70.4pp | 21.94%+10.5pp |
| Employer contribution / active EE | $2,370 | $2,621-9.6% | $4,425-46.4% | $1,967+20.5% |
| Participant deferral / active EE | $4,910 | $4,864+0.9% | $7,759-36.7% | $2,959+65.9% |
| Admin fee / account holder | $3,394 | $3,960-14.3% | $13,620-75.1% | $3,480-2.5% |