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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 | $49,396 | $41,016+20.4% | $152,093-67.5% | $64,097-22.9% |
| Participation rate | 21.8% | 51.3%-29.5pp | 77.8%-55.9pp | 55.2%-33.4pp |
| Annual return | 23.49% | 39.60%-16.1pp | 66.36%-42.9pp | 34.64%-11.1pp |
| Employer contribution / active EE | $2,034 | $1,342+51.5% | $4,175-51.3% | $1,891+7.5% |
| Participant deferral / active EE | $2,642 | $1,927+37.1% | $5,451-51.5% | $3,080-14.2% |
| Admin fee / account holder | $3,474 | $2,305+50.7% | $14,497-76.0% | $3,454+0.6% |