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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 | $108,825-37.3% | $156,181-56.3% | $82,448-17.3% |
| Participation rate | 44.1% | 72.4%-28.2pp | 78.8%-34.7pp | 68.1%-24.0pp |
| Annual return | 20.44% | 20.59%-0.1pp | 64.87%-44.4pp | 41.64%-21.2pp |
| Employer contribution / active EE | $2,670 | $2,870-7.0% | $4,294-37.8% | $2,551+4.7% |
| Participant deferral / active EE | $5,367 | $4,577+17.2% | $6,132-12.5% | $4,139+29.6% |
| Admin fee / account holder | $7,058 | $9,341-24.4% | $14,586-51.6% | $7,234-2.4% |