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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 | $52,435 | $71,197-26.4% | $93,669-44.0% | $80,925-35.2% |
| Participation rate | 65.7% | 60.4%+5.3pp | 68.7%-3.0pp | 67.7%-1.9pp |
| Annual return | 14.10% | 11.27%+2.8pp | 133.59%-119.5pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,459 | $1,565+57.2% | $2,424+1.5% | $2,756-10.8% |
| Participant deferral / active EE | $4,289 | $4,036+6.3% | $4,416-2.9% | $4,299-0.2% |
| Admin fee / account holder | $2,452 | $6,959-64.8% | $8,291-70.4% | $6,940-64.7% |