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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 | $55,125 | $45,343+21.6% | $150,298-63.3% | $67,986-18.9% |
| Participation rate | 59.6% | 51.9%+7.8pp | 77.8%-18.1pp | 57.2%+2.4pp |
| Annual return | 26.59% | 33.28%-6.7pp | 62.79%-36.2pp | 31.67%-5.1pp |
| Employer contribution / active EE | $1,237 | $1,462-15.4% | $4,154-70.2% | $2,019-38.7% |
| Participant deferral / active EE | $3,577 | $2,055+74.1% | $5,453-34.4% | $3,358+6.5% |
| Admin fee / account holder | $639 | $2,250-71.6% | $14,116-95.5% | $3,203-80.0% |