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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 | $50,162 | $86,891-42.3% | $142,516-64.8% | $75,177-33.3% |
| Participation rate | 68.2% | 68.5%-0.3pp | 76.8%-8.6pp | 67.2%+1.0pp |
| Annual return | 23.46% | 23.31%+0.1pp | 20.03%+3.4pp | 160.75%-137.3pp |
| Employer contribution / active EE | $3,462 | $3,355+3.2% | $4,849-28.6% | $2,671+29.6% |
| Participant deferral / active EE | $5,583 | $4,938+13.1% | $6,280-11.1% | $4,126+35.3% |
| Admin fee / account holder | $8,651 | $7,299+18.5% | $10,008-13.6% | $5,651+53.1% |