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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 | $57,304 | $93,598-38.8% | $135,974-57.9% | $75,173-23.8% |
| Participation rate | 63.2% | 75.2%-12.0pp | 81.9%-18.8pp | 67.2%-4.0pp |
| Annual return | 20.42% | 30.89%-10.5pp | 68.30%-47.9pp | 160.72%-140.3pp |
| Employer contribution / active EE | $3,292 | $3,538-7.0% | $4,859-32.3% | $2,671+23.2% |
| Participant deferral / active EE | $8,034 | $6,405+25.4% | $7,760+3.5% | $4,126+94.7% |
| Admin fee / account holder | $12,761 | $6,978+82.9% | $10,767+18.5% | $5,651+125.8% |