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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 | $50,398 | $72,269-30.3% | $101,271-50.2% | $79,852-36.9% |
| Participation rate | 69.6% | 68.5%+1.1pp | 75.8%-6.2pp | 69.6%-0.1pp |
| Annual return | 17.01% | 22.29%-5.3pp | 46.48%-29.5pp | 31.72%-14.7pp |
| Employer contribution / active EE | $2,317 | $2,692-13.9% | $3,660-36.7% | $2,471-6.3% |
| Participant deferral / active EE | $4,957 | $3,282+51.0% | $4,371+13.4% | $3,740+32.5% |
| Admin fee / account holder | $483 | $4,401-89.0% | $5,948-91.9% | $5,306-90.9% |