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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 | $41,590 | $106,749-61.0% | $145,433-71.4% | $82,448-49.6% |
| Participation rate | 65.4% | 75.6%-10.3pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 37.56% | 27.59%+10.0pp | 66.58%-29.0pp | 41.64%-4.1pp |
| Employer contribution / active EE | $2,471 | $3,444-28.3% | $4,554-45.7% | $2,551-3.1% |
| Participant deferral / active EE | $6,343 | $6,519-2.7% | $7,897-19.7% | $4,139+53.2% |
| Admin fee / account holder | $7,294 | $8,390-13.1% | $13,129-44.4% | $7,234+0.8% |