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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 | $52,580 | $76,834-31.6% | $108,359-51.5% | $87,485-39.9% |
| Participation rate | 65.1% | 61.7%+3.4pp | 70.1%-5.0pp | 68.9%-3.8pp |
| Annual return | 45.43% | 19.09%+26.3pp | 36.89%+8.5pp | 26.06%+19.4pp |
| Employer contribution / active EE | $2,013 | $1,556+29.3% | $2,399-16.1% | $2,596-22.5% |
| Participant deferral / active EE | $3,345 | $3,100+7.9% | $4,137-19.1% | $4,274-21.7% |
| Admin fee / account holder | $1,625 | $6,537-75.1% | $9,741-83.3% | $7,775-79.1% |