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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 | $45,834 | $45,343+1.1% | $150,298-69.5% | $67,986-32.6% |
| Participation rate | 58.4% | 51.9%+6.6pp | 77.8%-19.3pp | 57.2%+1.2pp |
| Annual return | 18.16% | 33.28%-15.1pp | 62.79%-44.6pp | 31.67%-13.5pp |
| Employer contribution / active EE | $2,581 | $1,462+76.5% | $4,154-37.9% | $2,019+27.8% |
| Participant deferral / active EE | $3,957 | $2,055+92.6% | $5,453-27.4% | $3,358+17.8% |
| Admin fee / account holder | $5,921 | $2,250+163.2% | $14,116-58.1% | $3,203+84.9% |