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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 | $52,488 | $77,814-32.5% | $158,223-66.8% | $86,983-39.7% |
| Participation rate | 69.6% | 68.4%+1.2pp | 79.2%-9.6pp | 69.5%+0.1pp |
| Annual return | 16.19% | 30.54%-14.4pp | 52.09%-35.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $3,337 | $2,592+28.7% | $4,109-18.8% | $2,584+29.1% |
| Participant deferral / active EE | $4,725 | $3,270+44.5% | $5,467-13.6% | $4,194+12.7% |
| Admin fee / account holder | $1,832 | $5,879-68.8% | $16,047-88.6% | $7,856-76.7% |