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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 | $55,620 | $72,269-23.0% | $101,271-45.1% | $79,852-30.3% |
| Participation rate | 66.1% | 68.5%-2.4pp | 75.8%-9.7pp | 69.6%-3.5pp |
| Annual return | 26.40% | 22.29%+4.1pp | 46.48%-20.1pp | 31.72%-5.3pp |
| Employer contribution / active EE | $2,350 | $2,692-12.7% | $3,660-35.8% | $2,471-4.9% |
| Participant deferral / active EE | $6,148 | $3,282+87.3% | $4,371+40.7% | $3,740+64.4% |
| Admin fee / account holder | $3,845 | $4,401-12.6% | $5,948-35.4% | $5,306-27.5% |