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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 | $19,098 | $124,980-84.7% | $108,359-82.4% | $154,746-87.7% |
| Participation rate | 54.5% | 75.2%-20.6pp | 70.1%-15.6pp | 80.7%-26.2pp |
| Annual return | 20.10% | 45.00%-24.9pp | 36.89%-16.8pp | 172.34%-152.2pp |
| Employer contribution / active EE | $3,217 | $2,851+12.9% | $2,399+34.1% | $4,379-26.5% |
| Participant deferral / active EE | $4,502 | $4,743-5.1% | $4,137+8.8% | $6,730-33.1% |
| Admin fee / account holder | $1,090 | $11,502-90.5% | $9,741-88.8% | $14,365-92.4% |