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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 | $143,969-63.1% | $199,883-73.4% | $82,637-35.7% |
| Participation rate | 69.6% | 84.1%-14.5pp | 86.8%-17.1pp | 68.1%+1.6pp |
| Annual return | 20.39% | 25.67%-5.3pp | 43.81%-23.4pp | 53.51%-33.1pp |
| Employer contribution / active EE | $3,480 | $4,632-24.9% | $6,261-44.4% | $2,552+36.4% |
| Participant deferral / active EE | $6,130 | $6,937-11.6% | $9,138-32.9% | $4,126+48.6% |
| Admin fee / account holder | $475 | $14,597-96.7% | $17,268-97.2% | $7,339-93.5% |