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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 | $52,848 | $76,407-30.8% | $150,298-64.8% | $82,448-35.9% |
| Participation rate | 69.0% | 66.4%+2.7pp | 77.8%-8.7pp | 68.1%+1.0pp |
| Annual return | 14.94% | 39.99%-25.1pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,497 | $2,614-4.5% | $4,154-39.9% | $2,551-2.1% |
| Participant deferral / active EE | $4,764 | $3,214+48.2% | $5,453-12.6% | $4,139+15.1% |
| Admin fee / account holder | $2,713 | $6,352-57.3% | $14,116-80.8% | $7,234-62.5% |