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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 | $55,562 | $94,436-41.2% | $115,599-51.9% | $82,637-32.8% |
| Participation rate | 52.8% | 70.4%-17.7pp | 74.3%-21.5pp | 68.1%-15.3pp |
| Annual return | 23.09% | 18.37%+4.7pp | 111.10%-88.0pp | 53.51%-30.4pp |
| Employer contribution / active EE | $2,844 | $2,324+22.4% | $2,955-3.8% | $2,552+11.4% |
| Participant deferral / active EE | $4,309 | $3,955+8.9% | $4,889-11.9% | $4,126+4.4% |
| Admin fee / account holder | $420 | $10,328-95.9% | $12,841-96.7% | $7,339-94.3% |