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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 | $48,774 | $99,875-51.2% | $146,866-66.8% | $86,983-43.9% |
| Participation rate | 58.3% | 75.8%-17.5pp | 82.5%-24.2pp | 69.5%-11.2pp |
| Annual return | 17.48% | 28.10%-10.6pp | 102.85%-85.4pp | 25.83%-8.4pp |
| Employer contribution / active EE | $3,058 | $3,224-5.1% | $4,425-30.9% | $2,584+18.3% |
| Participant deferral / active EE | $6,767 | $6,322+7.0% | $7,759-12.8% | $4,194+61.4% |
| Admin fee / account holder | $6,108 | $7,838-22.1% | $13,620-55.2% | $7,856-22.3% |