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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 | $41,133 | $99,633-58.7% | $183,328-77.6% | $82,448-50.1% |
| Participation rate | 66.7% | 70.8%-4.1pp | 77.3%-10.7pp | 68.1%-1.4pp |
| Annual return | 23.33% | 17.84%+5.5pp | 29.67%-6.3pp | 41.64%-18.3pp |
| Employer contribution / active EE | $2,840 | $3,256-12.8% | $5,055-43.8% | $2,551+11.3% |
| Participant deferral / active EE | $6,142 | $4,938+24.4% | $6,795-9.6% | $4,139+48.4% |
| Admin fee / account holder | $8,581 | $9,934-13.6% | $21,427-60.0% | $7,234+18.6% |