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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 | $50,092 | $106,749-53.1% | $145,433-65.6% | $82,448-39.2% |
| Participation rate | 61.0% | 75.6%-14.7pp | 82.1%-21.1pp | 68.1%-7.1pp |
| Annual return | 26.62% | 27.59%-1.0pp | 66.58%-40.0pp | 41.64%-15.0pp |
| Employer contribution / active EE | $3,603 | $3,444+4.6% | $4,554-20.9% | $2,551+41.2% |
| Participant deferral / active EE | $7,063 | $6,519+8.4% | $7,897-10.6% | $4,139+70.6% |
| Admin fee / account holder | $11,074 | $8,390+32.0% | $13,129-15.7% | $7,234+53.1% |