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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 | $54,100 | $76,407-29.2% | $150,298-64.0% | $82,448-34.4% |
| Participation rate | 69.7% | 66.4%+3.3pp | 77.8%-8.1pp | 68.1%+1.6pp |
| Annual return | 13.90% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,082 | $2,614-20.4% | $4,154-49.9% | $2,551-18.4% |
| Participant deferral / active EE | $3,809 | $3,214+18.5% | $5,453-30.1% | $4,139-8.0% |
| Admin fee / account holder | $2,742 | $6,352-56.8% | $14,116-80.6% | $7,234-62.1% |