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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 | $25,609 | $106,749-76.0% | $145,433-82.4% | $82,448-68.9% |
| Participation rate | 48.3% | 75.6%-27.4pp | 82.1%-33.8pp | 68.1%-19.8pp |
| Annual return | 23.81% | 27.59%-3.8pp | 66.58%-42.8pp | 41.64%-17.8pp |
| Employer contribution / active EE | $3,732 | $3,444+8.4% | $4,554-18.1% | $2,551+46.3% |
| Participant deferral / active EE | $6,214 | $6,519-4.7% | $7,897-21.3% | $4,139+50.1% |
| Admin fee / account holder | $5,882 | $8,390-29.9% | $13,129-55.2% | $7,234-18.7% |