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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 | $54,035 | $54,541-0.9% | $78,778-31.4% | $70,126-22.9% |
| Participation rate | 53.5% | 60.8%-7.3pp | 69.2%-15.7pp | 69.5%-16.1pp |
| Annual return | 26.98% | 21.07%+5.9pp | 35.62%-8.6pp | 73.15%-46.2pp |
| Employer contribution / active EE | $1,100 | $1,089+1.1% | $1,986-44.6% | $2,343-53.0% |
| Participant deferral / active EE | $2,772 | $2,210+25.4% | $2,958-6.3% | $3,332-16.8% |
| Admin fee / account holder | $998 | $3,709-73.1% | $5,134-80.6% | $4,645-78.5% |