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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 | $53,692 | $94,436-43.1% | $115,599-53.6% | $82,637-35.0% |
| Participation rate | 63.1% | 70.4%-7.4pp | 74.3%-11.2pp | 68.1%-5.0pp |
| Annual return | 21.13% | 18.37%+2.8pp | 111.10%-90.0pp | 53.51%-32.4pp |
| Employer contribution / active EE | $2,662 | $2,324+14.6% | $2,955-9.9% | $2,552+4.3% |
| Participant deferral / active EE | $5,257 | $3,955+32.9% | $4,889+7.5% | $4,126+27.4% |
| Admin fee / account holder | $1,491 | $10,328-85.6% | $12,841-88.4% | $7,339-79.7% |