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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 | $53,662 | $46,877+14.5% | $122,354-56.1% | $70,126-23.5% |
| Participation rate | 63.4% | 58.2%+5.2pp | 71.6%-8.2pp | 69.5%-6.1pp |
| Annual return | 16.76% | 24.22%-7.5pp | 30.28%-13.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $950 | $1,288-26.3% | $4,051-76.6% | $2,343-59.5% |
| Participant deferral / active EE | $2,220 | $2,167+2.4% | $3,287-32.5% | $3,332-33.4% |
| Admin fee / account holder | $2,356 | $3,324-29.1% | $5,479-57.0% | $4,645-49.3% |