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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 | $51,446 | $112,729-54.4% | $98,716-47.9% | $137,256-62.5% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.3%-7.8pp | 80.0%-18.4pp |
| Annual return | 20.27% | 38.48%-18.2pp | 31.81%-11.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,688 | $2,725-1.4% | $2,279+18.0% | $4,156-35.3% |
| Participant deferral / active EE | $7,448 | $4,640+60.5% | $4,048+84.0% | $6,407+16.2% |
| Admin fee / account holder | $13,183 | $10,129+30.2% | $8,703+51.5% | $12,270+7.4% |