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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 | $60,203 | $106,524-43.5% | $152,301-60.5% | $87,485-31.2% |
| Participation rate | 68.0% | 75.8%-7.7pp | 82.4%-14.4pp | 68.9%-0.9pp |
| Annual return | 42.70% | 26.89%+15.8pp | 80.50%-37.8pp | 26.06%+16.6pp |
| Employer contribution / active EE | $3,399 | $3,371+0.8% | $4,624-26.5% | $2,596+30.9% |
| Participant deferral / active EE | $7,514 | $6,525+15.2% | $8,004-6.1% | $4,274+75.8% |
| Admin fee / account holder | $12,531 | $8,287+51.2% | $14,398-13.0% | $7,775+61.2% |