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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 | $53,406 | $75,058-28.8% | $152,301-64.9% | $64,340-17.0% |
| Participation rate | 62.4% | 60.9%+1.5pp | 82.4%-20.1pp | 55.2%+7.1pp |
| Annual return | 21.76% | 29.93%-8.2pp | 80.50%-58.7pp | 24.14%-2.4pp |
| Employer contribution / active EE | $2,803 | $2,605+7.6% | $4,624-39.4% | $1,862+50.6% |
| Participant deferral / active EE | $5,687 | $5,041+12.8% | $8,004-29.0% | $2,980+90.8% |
| Admin fee / account holder | $2,589 | $4,050-36.1% | $14,398-82.0% | $3,703-30.1% |