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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 | $50,314 | $104,650-51.9% | $83,854-40.0% | $155,188-67.6% |
| Participation rate | 68.4% | 65.1%+3.3pp | 59.1%+9.3pp | 80.8%-12.4pp |
| Annual return | 21.63% | 28.97%-7.3pp | 31.39%-9.8pp | 148.84%-127.2pp |
| Employer contribution / active EE | $2,655 | $1,196+121.9% | $1,017+161.0% | $4,248-37.5% |
| Participant deferral / active EE | $3,280 | $2,367+38.5% | $2,035+61.2% | $6,531-49.8% |
| Admin fee / account holder | $1,686 | $3,518-52.1% | $3,197-47.3% | $14,480-88.4% |