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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 | $49,335 | $106,749-53.8% | $145,433-66.1% | $82,448-40.2% |
| Participation rate | 63.2% | 75.6%-12.4pp | 82.1%-18.9pp | 68.1%-4.8pp |
| Annual return | 20.16% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $3,073 | $3,444-10.8% | $4,554-32.5% | $2,551+20.5% |
| Participant deferral / active EE | $6,377 | $6,519-2.2% | $7,897-19.2% | $4,139+54.1% |
| Admin fee / account holder | $3,279 | $8,390-60.9% | $13,129-75.0% | $7,234-54.7% |