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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 | $45,764 | $88,360-48.2% | $145,433-68.5% | $67,986-32.7% |
| Participation rate | 58.1% | 65.5%-7.4pp | 82.1%-24.1pp | 57.2%+0.9pp |
| Annual return | 24.24% | 63.15%-38.9pp | 66.58%-42.3pp | 31.67%-7.4pp |
| Employer contribution / active EE | $2,443 | $3,054-20.0% | $4,554-46.4% | $2,019+21.0% |
| Participant deferral / active EE | $7,878 | $5,932+32.8% | $7,897-0.2% | $3,358+134.6% |
| Admin fee / account holder | $2,363 | $3,313-28.7% | $13,129-82.0% | $3,203-26.2% |