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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 | $51,428 | $45,312+13.5% | $86,233-40.4% | $67,986-24.4% |
| Participation rate | 62.1% | 42.4%+19.6pp | 69.0%-6.9pp | 57.2%+4.9pp |
| Annual return | 18.71% | 24.79%-6.1pp | 61.39%-42.7pp | 31.67%-13.0pp |
| Employer contribution / active EE | $1,469 | $1,160+26.7% | $2,504-41.3% | $2,019-27.2% |
| Participant deferral / active EE | $2,752 | $2,185+26.0% | $4,559-39.6% | $3,358-18.1% |
| Admin fee / account holder | $979 | $3,295-70.3% | $8,342-88.3% | $3,203-69.4% |