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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 | $76,834-34.5% | $108,359-53.6% | $87,485-42.5% |
| Participation rate | 68.5% | 61.7%+6.8pp | 70.1%-1.6pp | 68.9%-0.4pp |
| Annual return | 29.17% | 19.09%+10.1pp | 36.89%-7.7pp | 26.06%+3.1pp |
| Employer contribution / active EE | $2,495 | $1,556+60.3% | $2,399+4.0% | $2,596-3.9% |
| Participant deferral / active EE | $3,196 | $3,100+3.1% | $4,137-22.7% | $4,274-25.2% |
| Admin fee / account holder | $10,821 | $6,537+65.5% | $9,741+11.1% | $7,775+39.2% |