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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 | $47,806 | $76,407-37.4% | $150,298-68.2% | $82,448-42.0% |
| Participation rate | 68.2% | 66.4%+1.8pp | 77.8%-9.6pp | 68.1%+0.1pp |
| Annual return | 31.66% | 39.99%-8.3pp | 62.79%-31.1pp | 41.64%-10.0pp |
| Employer contribution / active EE | $2,555 | $2,614-2.3% | $4,154-38.5% | $2,551+0.2% |
| Participant deferral / active EE | $5,940 | $3,214+84.8% | $5,453+8.9% | $4,139+43.5% |
| Admin fee / account holder | $6,838 | $6,352+7.7% | $14,116-51.6% | $7,234-5.5% |