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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 | $48,478 | $57,140-15.2% | $85,240-43.1% | $80,959-40.1% |
| Participation rate | 62.0% | 56.4%+5.6pp | 67.5%-5.5pp | 67.7%-5.7pp |
| Annual return | 14.13% | 21.71%-7.6pp | 66.75%-52.6pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,630 | $1,802+46.0% | $2,735-3.8% | $2,757-4.6% |
| Participant deferral / active EE | $7,366 | $3,115+136.4% | $4,527+62.7% | $4,300+71.3% |
| Admin fee / account holder | $6,801 | $4,992+36.2% | $6,165+10.3% | $6,925-1.8% |