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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 | $52,394 | $201,372-74.0% | $184,260-71.6% | $145,884-64.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 26.69% | 29.04%-2.3pp | 28.84%-2.1pp | 551.85%-525.2pp |
| Employer contribution / active EE | $2,282 | $7,024-67.5% | $6,427-64.5% | $4,662-51.1% |
| Participant deferral / active EE | $4,529 | $9,808-53.8% | $9,133-50.4% | $6,690-32.3% |
| Admin fee / account holder | $2,895 | $16,362-82.3% | $13,898-79.2% | $13,392-78.4% |