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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 | $50,900 | $54,541-6.7% | $78,778-35.4% | $70,126-27.4% |
| Participation rate | 68.0% | 60.8%+7.2pp | 69.2%-1.2pp | 69.5%-1.5pp |
| Annual return | 19.55% | 21.07%-1.5pp | 35.62%-16.1pp | 73.15%-53.6pp |
| Employer contribution / active EE | $1,774 | $1,089+63.0% | $1,986-10.7% | $2,343-24.3% |
| Participant deferral / active EE | $3,188 | $2,210+44.2% | $2,958+7.8% | $3,332-4.3% |
| Admin fee / account holder | $1,144 | $3,709-69.2% | $5,134-77.7% | $4,645-75.4% |