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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 | $25,603 | $93,617-72.7% | $135,982-81.2% | $75,177-65.9% |
| Participation rate | 69.0% | 75.2%-6.2pp | 81.9%-12.9pp | 67.2%+1.8pp |
| Annual return | 24.62% | 30.89%-6.3pp | 68.32%-43.7pp | 160.75%-136.1pp |
| Employer contribution / active EE | $2,765 | $3,538-21.9% | $4,859-43.1% | $2,671+3.5% |
| Participant deferral / active EE | $4,501 | $6,406-29.7% | $7,760-42.0% | $4,126+9.1% |
| Admin fee / account holder | $4,094 | $6,980-41.3% | $10,767-62.0% | $5,651-27.6% |