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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 | $44,495 | $93,589-52.5% | $135,942-67.3% | $75,181-40.8% |
| Participation rate | 69.7% | 75.2%-5.5pp | 81.9%-12.2pp | 67.2%+2.5pp |
| Annual return | 28.77% | 30.90%-2.1pp | 68.28%-39.5pp | 160.69%-131.9pp |
| Employer contribution / active EE | $2,585 | $3,537-26.9% | $4,858-46.8% | $2,671-3.2% |
| Participant deferral / active EE | $7,008 | $6,405+9.4% | $7,759-9.7% | $4,126+69.9% |
| Admin fee / account holder | $632 | $6,977-90.9% | $10,764-94.1% | $5,650-88.8% |