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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 | $57,292 | $91,439-37.3% | $135,974-57.9% | $71,511-19.9% |
| Participation rate | 58.3% | 75.7%-17.3pp | 81.9%-23.6pp | 67.9%-9.6pp |
| Annual return | 36.95% | 29.90%+7.1pp | 68.30%-31.4pp | 28.86%+8.1pp |
| Employer contribution / active EE | $3,005 | $3,705-18.9% | $4,859-38.2% | $2,589+16.1% |
| Participant deferral / active EE | $6,360 | $7,093-10.3% | $7,760-18.0% | $4,291+48.2% |
| Admin fee / account holder | $3,660 | $1,267+189.0% | $10,767-66.0% | $1,588+130.4% |