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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 | $124,425-56.5% | $112,040-51.7% | $137,256-60.6% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.5%-7.3pp | 80.0%-10.7pp |
| Annual return | 23.22% | 24.72%-1.5pp | 24.52%-1.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $5,271 | $3,411+54.5% | $2,954+78.4% | $4,156+26.8% |
| Participant deferral / active EE | $7,151 | $5,718+25.1% | $5,098+40.3% | $6,407+11.6% |
| Admin fee / account holder | $3,685 | $15,207-75.8% | $12,098-69.5% | $12,270-70.0% |