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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 | $46,787 | $106,864-56.2% | $147,318-68.2% | $82,637-43.4% |
| Participation rate | 69.0% | 75.5%-6.5pp | 82.1%-13.1pp | 68.1%+0.9pp |
| Annual return | 29.26% | 27.49%+1.8pp | 70.43%-41.2pp | 53.51%-24.2pp |
| Employer contribution / active EE | $2,857 | $3,417-16.4% | $4,593-37.8% | $2,552+12.0% |
| Participant deferral / active EE | $6,081 | $6,496-6.4% | $7,906-23.1% | $4,126+47.4% |
| Admin fee / account holder | $520 | $8,415-93.8% | $13,708-96.2% | $7,339-92.9% |