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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 | $53,948 | $48,327+11.6% | $67,575-20.2% | $80,935-33.3% |
| Participation rate | 69.8% | 66.4%+3.4pp | 72.9%-3.1pp | 67.7%+2.1pp |
| Annual return | 11.45% | 18.31%-6.9pp | 3528.98%-3517.5pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,632 | $2,022-19.3% | $2,736-40.3% | $2,757-40.8% |
| Participant deferral / active EE | $2,946 | $2,927+0.6% | $4,003-26.4% | $4,299-31.5% |
| Admin fee / account holder | $1,993 | $3,692-46.0% | $3,993-50.1% | $6,924-71.2% |