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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 | $51,507 | $51,638-0.3% | $129,406-60.2% | $80,959-36.4% |
| Participation rate | 59.3% | 56.9%+2.4pp | 69.6%-10.3pp | 67.7%-8.3pp |
| Annual return | 13.89% | 20.78%-6.9pp | 9468.18%-9454.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,106 | $1,584+33.0% | $4,155-49.3% | $2,757-23.6% |
| Participant deferral / active EE | $3,095 | $2,670+15.9% | $4,167-25.7% | $4,300-28.0% |
| Admin fee / account holder | $2,540 | $4,313-41.1% | $7,689-67.0% | $6,925-63.3% |