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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 | $50,234 | $65,704-23.5% | $94,229-46.7% | $59,633-15.8% |
| Participation rate | 69.9% | 72.1%-2.3pp | 78.8%-8.9pp | 68.7%+1.2pp |
| Annual return | 11.50% | 5.22%+6.3pp | 10.68%+0.8pp | 2041.45%-2030.0pp |
| Employer contribution / active EE | $2,288 | $2,021+13.2% | $3,587-36.2% | $2,203+3.9% |
| Participant deferral / active EE | $5,500 | $3,143+75.0% | $4,320+27.3% | $3,192+72.3% |
| Admin fee / account holder | $3,830 | $4,265-10.2% | $6,269-38.9% | $4,297-10.9% |