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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 | $52,977 | $71,057-25.4% | $93,654-43.4% | $80,874-34.5% |
| Participation rate | 65.5% | 60.4%+5.1pp | 68.7%-3.2pp | 67.6%-2.1pp |
| Annual return | 12.85% | 11.26%+1.6pp | 133.34%-120.5pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,219 | $1,564+41.9% | $2,421-8.3% | $2,756-19.5% |
| Participant deferral / active EE | $5,875 | $4,034+45.6% | $4,413+33.1% | $4,297+36.7% |
| Admin fee / account holder | $705 | $6,944-89.8% | $8,282-91.5% | $6,935-89.8% |