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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 | $77,574-35.1% | $108,753-53.7% | $86,983-42.2% |
| Participation rate | 68.5% | 62.3%+6.2pp | 71.1%-2.6pp | 69.5%-1.0pp |
| Annual return | 29.17% | 18.42%+10.7pp | 37.47%-8.3pp | 25.83%+3.3pp |
| Employer contribution / active EE | $2,495 | $1,611+54.9% | $2,427+2.8% | $2,584-3.5% |
| Participant deferral / active EE | $3,196 | $3,128+2.2% | $4,115-22.3% | $4,194-23.8% |
| Admin fee / account holder | $10,821 | $6,529+65.7% | $10,320+4.9% | $7,856+37.7% |