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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 | $68,185 | $114,712-40.6% | $173,730-60.8% | $87,485-22.1% |
| Participation rate | 44.1% | 73.0%-28.9pp | 79.6%-35.5pp | 68.9%-24.8pp |
| Annual return | 20.44% | 20.18%+0.3pp | 19.96%+0.5pp | 26.06%-5.6pp |
| Employer contribution / active EE | $2,670 | $2,904-8.1% | $4,577-41.7% | $2,596+2.8% |
| Participant deferral / active EE | $5,367 | $4,642+15.6% | $6,326-15.2% | $4,274+25.6% |
| Admin fee / account holder | $7,058 | $10,210-30.9% | $17,523-59.7% | $7,775-9.2% |