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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 | $48,436 | $98,652-50.9% | $142,942-66.1% | $82,448-41.3% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.8%-16.8pp | 68.1%-8.1pp |
| Annual return | 34.78% | 22.65%+12.1pp | 113.70%-78.9pp | 41.64%-6.9pp |
| Employer contribution / active EE | $3,286 | $3,211+2.3% | $4,139-20.6% | $2,551+28.8% |
| Participant deferral / active EE | $6,422 | $5,580+15.1% | $7,128-9.9% | $4,139+55.1% |
| Admin fee / account holder | $6,227 | $8,078-22.9% | $12,475-50.1% | $7,234-13.9% |