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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 | $58,592 | $48,011+22.0% | $63,803-8.2% | $82,637-29.1% |
| Participation rate | 53.7% | 66.6%-12.8pp | 72.7%-19.0pp | 68.1%-14.3pp |
| Annual return | 20.81% | 19.84%+1.0pp | 543.72%-522.9pp | 53.51%-32.7pp |
| Employer contribution / active EE | $2,837 | $1,904+49.0% | $2,532+12.0% | $2,552+11.1% |
| Participant deferral / active EE | $4,731 | $2,846+66.2% | $3,843+23.1% | $4,126+14.7% |
| Admin fee / account holder | $2,262 | $3,873-41.6% | $5,196-56.5% | $7,339-69.2% |