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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 | $77,814-30.5% | $158,223-65.8% | $86,983-37.8% |
| Participation rate | 69.7% | 68.4%+1.3pp | 79.2%-9.5pp | 69.5%+0.2pp |
| Annual return | 13.90% | 30.54%-16.6pp | 52.09%-38.2pp | 25.83%-11.9pp |
| Employer contribution / active EE | $2,082 | $2,592-19.7% | $4,109-49.3% | $2,584-19.5% |
| Participant deferral / active EE | $3,809 | $3,270+16.5% | $5,467-30.3% | $4,194-9.2% |
| Admin fee / account holder | $2,742 | $5,879-53.4% | $16,047-82.9% | $7,856-65.1% |