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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 | $42,286 | $51,606-18.1% | $129,339-67.3% | $80,911-47.7% |
| Participation rate | 63.0% | 57.0%+6.0pp | 69.6%-6.7pp | 67.6%-4.7pp |
| Annual return | 17.44% | 20.76%-3.3pp | 9437.05%-9419.6pp | 35.63%-18.2pp |
| Employer contribution / active EE | $2,812 | $1,582+77.7% | $4,154-32.3% | $2,756+2.0% |
| Participant deferral / active EE | $5,305 | $2,669+98.8% | $4,170+27.2% | $4,297+23.5% |
| Admin fee / account holder | $3,369 | $4,310-21.8% | $7,668-56.1% | $6,935-51.4% |