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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 | $53,445 | $57,073-6.4% | $85,126-37.2% | $80,925-34.0% |
| Participation rate | 68.2% | 56.4%+11.8pp | 67.5%+0.7pp | 67.7%+0.5pp |
| Annual return | 15.08% | 21.69%-6.6pp | 66.63%-51.6pp | 35.65%-20.6pp |
| Employer contribution / active EE | $3,232 | $1,801+79.5% | $2,731+18.3% | $2,756+17.3% |
| Participant deferral / active EE | $6,351 | $3,113+104.0% | $4,523+40.4% | $4,299+47.8% |
| Admin fee / account holder | $3,276 | $4,988-34.3% | $6,160-46.8% | $6,940-52.8% |