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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 | $53,810 | $57,140-5.8% | $85,240-36.9% | $80,959-33.5% |
| Participation rate | 56.1% | 56.4%-0.3pp | 67.5%-11.4pp | 67.7%-11.6pp |
| Annual return | 13.01% | 21.71%-8.7pp | 66.75%-53.7pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,592 | $1,802+43.8% | $2,735-5.2% | $2,757-6.0% |
| Participant deferral / active EE | $4,599 | $3,115+47.6% | $4,527+1.6% | $4,300+6.9% |
| Admin fee / account holder | $13,073 | $4,992+161.9% | $6,165+112.1% | $6,925+88.8% |