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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 | $53,177 | $146,267-63.6% | $197,124-73.0% | $82,448-35.5% |
| Participation rate | 69.6% | 84.0%-14.4pp | 86.7%-17.1pp | 68.1%+1.6pp |
| Annual return | 20.39% | 29.61%-9.2pp | 44.34%-24.0pp | 41.64%-21.3pp |
| Employer contribution / active EE | $3,480 | $4,723-26.3% | $6,227-44.1% | $2,551+36.4% |
| Participant deferral / active EE | $6,130 | $7,035-12.9% | $9,135-32.9% | $4,139+48.1% |
| Admin fee / account holder | $475 | $14,422-96.7% | $16,298-97.1% | $7,234-93.4% |