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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 | $56,155 | $71,197-21.1% | $93,669-40.0% | $80,925-30.6% |
| Participation rate | 63.0% | 60.4%+2.6pp | 68.7%-5.8pp | 67.7%-4.7pp |
| Annual return | 13.36% | 11.27%+2.1pp | 133.59%-120.2pp | 35.65%-22.3pp |
| Employer contribution / active EE | $2,244 | $1,565+43.4% | $2,424-7.4% | $2,756-18.6% |
| Participant deferral / active EE | $5,589 | $4,036+38.5% | $4,416+26.6% | $4,299+30.0% |
| Admin fee / account holder | $1,910 | $6,959-72.6% | $8,291-77.0% | $6,940-72.5% |