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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 | $44,045 | $45,343-2.9% | $150,298-70.7% | $67,986-35.2% |
| Participation rate | 63.1% | 51.9%+11.3pp | 77.8%-14.6pp | 57.2%+5.9pp |
| Annual return | 16.27% | 33.28%-17.0pp | 62.79%-46.5pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,800 | $1,462+23.1% | $4,154-56.7% | $2,019-10.9% |
| Participant deferral / active EE | $2,834 | $2,055+37.9% | $5,453-48.0% | $3,358-15.6% |
| Admin fee / account holder | $4,233 | $2,250+88.1% | $14,116-70.0% | $3,203+32.1% |