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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 | $55,405 | $80,332-31.0% | $107,187-48.3% | $64,097-13.6% |
| Participation rate | 61.1% | 54.4%+6.7pp | 75.0%-14.0pp | 55.2%+5.9pp |
| Annual return | 22.92% | 24.26%-1.3pp | 204.55%-181.6pp | 34.64%-11.7pp |
| Employer contribution / active EE | $2,082 | $2,501-16.8% | $3,782-45.0% | $1,891+10.1% |
| Participant deferral / active EE | $3,476 | $3,109+11.8% | $5,096-31.8% | $3,080+12.9% |
| Admin fee / account holder | $5,730 | $4,314+32.8% | $9,162-37.5% | $3,454+65.9% |