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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 | $54,116 | $136,860-60.5% | $120,344-55.0% | $154,746-65.0% |
| Participation rate | 69.2% | 79.9%-10.7pp | 76.7%-7.5pp | 80.7%-11.5pp |
| Annual return | 23.22% | 21.38%+1.8pp | 20.30%+2.9pp | 172.34%-149.1pp |
| Employer contribution / active EE | $5,271 | $3,533+49.2% | $3,020+74.5% | $4,379+20.4% |
| Participant deferral / active EE | $7,151 | $5,793+23.4% | $5,135+39.3% | $6,730+6.3% |
| Admin fee / account holder | $3,685 | $15,393-76.1% | $12,742-71.1% | $14,365-74.3% |