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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 | $46,461 | $138,366-66.4% | $184,185-74.8% | $80,911-42.6% |
| Participation rate | 63.9% | 83.9%-19.9pp | 86.8%-22.9pp | 67.6%-3.7pp |
| Annual return | 24.26% | 20.02%+4.2pp | 28.81%-4.6pp | 35.63%-11.4pp |
| Employer contribution / active EE | $5,315 | $4,849+9.6% | $6,426-17.3% | $2,756+92.9% |
| Participant deferral / active EE | $7,270 | $7,074+2.8% | $9,132-20.4% | $4,297+69.2% |
| Admin fee / account holder | $5,751 | $10,484-45.1% | $13,909-58.7% | $6,935-17.1% |