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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 | $45,287 | $107,733-58.0% | $92,985-51.3% | $154,746-70.7% |
| Participation rate | 57.1% | 74.6%-17.4pp | 69.5%-12.3pp | 80.7%-23.6pp |
| Annual return | 20.31% | 30.39%-10.1pp | 27.99%-7.7pp | 172.34%-152.0pp |
| Employer contribution / active EE | $3,136 | $3,126+0.3% | $2,662+17.8% | $4,379-28.4% |
| Participant deferral / active EE | $8,374 | $5,053+65.7% | $4,377+91.3% | $6,730+24.4% |
| Admin fee / account holder | $6,397 | $11,369-43.7% | $9,463-32.4% | $14,365-55.5% |