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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 | $96,289-57.3% | $213,469-80.7% | $87,485-53.0% |
| Participation rate | 66.7% | 69.6%-2.9pp | 77.1%-10.5pp | 68.9%-2.3pp |
| Annual return | 23.33% | 17.78%+5.5pp | 20.58%+2.7pp | 26.06%-2.7pp |
| Employer contribution / active EE | $2,840 | $3,035-6.4% | $4,994-43.1% | $2,596+9.4% |
| Participant deferral / active EE | $6,142 | $4,750+29.3% | $6,841-10.2% | $4,274+43.7% |
| Admin fee / account holder | $8,581 | $9,670-11.3% | $27,141-68.4% | $7,775+10.4% |