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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 | $55,985 | $51,638+8.4% | $129,406-56.7% | $80,959-30.8% |
| Participation rate | 67.1% | 56.9%+10.1pp | 69.6%-2.6pp | 67.7%-0.6pp |
| Annual return | 11.83% | 20.78%-9.0pp | 9468.18%-9456.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,163 | $1,584-26.6% | $4,155-72.0% | $2,757-57.8% |
| Participant deferral / active EE | $2,522 | $2,670-5.5% | $4,167-39.5% | $4,300-41.3% |
| Admin fee / account holder | $5,446 | $4,313+26.3% | $7,689-29.2% | $6,925-21.4% |