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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 | $71,230-26.4% | $93,727-44.1% | $80,959-35.2% |
| Participation rate | 65.7% | 60.4%+5.3pp | 68.7%-3.0pp | 67.7%-2.0pp |
| Annual return | 14.10% | 11.26%+2.8pp | 133.83%-119.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,459 | $1,565+57.1% | $2,421+1.6% | $2,757-10.8% |
| Participant deferral / active EE | $4,289 | $4,037+6.2% | $4,417-2.9% | $4,300-0.3% |
| Admin fee / account holder | $2,452 | $6,961-64.8% | $8,292-70.4% | $6,925-64.6% |