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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 | $41,908 | $57,541-27.2% | $95,740-56.2% | $75,173-44.3% |
| Participation rate | 62.3% | 62.5%-0.2pp | 72.3%-9.9pp | 67.2%-4.9pp |
| Annual return | 17.30% | 34.93%-17.6pp | 28.41%-11.1pp | 160.72%-143.4pp |
| Employer contribution / active EE | $2,119 | $1,808+17.2% | $2,836-25.3% | $2,671-20.7% |
| Participant deferral / active EE | $5,160 | $3,074+67.9% | $4,244+21.6% | $4,126+25.1% |
| Admin fee / account holder | $14,310 | $4,099+249.2% | $5,676+152.1% | $5,651+153.3% |