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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 | $88,360-39.6% | $145,433-63.3% | $67,986-21.4% |
| Participation rate | 62.4% | 65.5%-3.1pp | 82.1%-19.7pp | 57.2%+5.2pp |
| Annual return | 21.76% | 63.15%-41.4pp | 66.58%-44.8pp | 31.67%-9.9pp |
| Employer contribution / active EE | $2,803 | $3,054-8.2% | $4,554-38.5% | $2,019+38.9% |
| Participant deferral / active EE | $5,687 | $5,932-4.1% | $7,897-28.0% | $3,358+69.3% |
| Admin fee / account holder | $2,589 | $3,313-21.9% | $13,129-80.3% | $3,203-19.2% |