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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 | $55,815 | $62,672-10.9% | $185,117-69.8% | $70,126-20.4% |
| Participation rate | 66.7% | 63.8%+2.9pp | 77.3%-10.6pp | 69.5%-2.9pp |
| Annual return | 18.81% | 40.79%-22.0pp | 40.50%-21.7pp | 73.15%-54.3pp |
| Employer contribution / active EE | $2,598 | $1,753+48.2% | $4,182-37.9% | $2,343+10.9% |
| Participant deferral / active EE | $6,552 | $3,272+100.3% | $5,045+29.9% | $3,332+96.7% |
| Admin fee / account holder | $6,318 | $3,932+60.7% | $8,159-22.6% | $4,645+36.0% |