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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 | $44,440 | $75,807-41.4% | $116,096-61.7% | $86,983-48.9% |
| Participation rate | 68.8% | 66.9%+1.9pp | 73.3%-4.6pp | 69.5%-0.8pp |
| Annual return | 13.53% | 18.57%-5.0pp | 326.25%-312.7pp | 25.83%-12.3pp |
| Employer contribution / active EE | $2,562 | $1,892+35.4% | $2,503+2.4% | $2,584-0.9% |
| Participant deferral / active EE | $2,649 | $3,212-17.5% | $3,952-33.0% | $4,194-36.8% |
| Admin fee / account holder | $5,583 | $6,659-16.1% | $7,704-27.5% | $7,856-28.9% |