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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 | $71,215-25.6% | $93,696-43.5% | $80,935-34.5% |
| Participation rate | 65.5% | 60.4%+5.1pp | 68.7%-3.2pp | 67.7%-2.1pp |
| Annual return | 12.85% | 11.27%+1.6pp | 133.74%-120.9pp | 35.66%-22.8pp |
| Employer contribution / active EE | $2,219 | $1,565+41.8% | $2,422-8.4% | $2,757-19.5% |
| Participant deferral / active EE | $5,875 | $4,037+45.5% | $4,417+33.0% | $4,299+36.6% |
| Admin fee / account holder | $705 | $6,958-89.9% | $8,287-91.5% | $6,924-89.8% |