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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 | $51,698 | $64,920-20.4% | $103,693-50.1% | $86,983-40.6% |
| Participation rate | 58.1% | 63.6%-5.5pp | 72.6%-14.6pp | 69.5%-11.5pp |
| Annual return | 21.49% | 30.29%-8.8pp | 47.61%-26.1pp | 25.83%-4.3pp |
| Employer contribution / active EE | $2,729 | $2,141+27.5% | $2,920-6.5% | $2,584+5.6% |
| Participant deferral / active EE | $7,468 | $3,241+130.4% | $4,579+63.1% | $4,194+78.1% |
| Admin fee / account holder | $1,470 | $6,191-76.3% | $7,858-81.3% | $7,856-81.3% |