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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 | $50,827 | $46,688+8.9% | $189,758-73.2% | $69,733-27.1% |
| Participation rate | 31.6% | 61.7%-30.1pp | 79.8%-48.2pp | 62.5%-30.9pp |
| Annual return | 22.06% | 14.35%+7.7pp | 52.62%-30.6pp | 15.22%+6.8pp |
| Employer contribution / active EE | $3,077 | $1,695+81.5% | $4,767-35.5% | $2,250+36.7% |
| Participant deferral / active EE | $1,027 | $2,143-52.1% | $5,856-82.5% | $3,054-66.4% |
| Admin fee / account holder | $1,891 | $1,700+11.2% | $20,388-90.7% | $3,102-39.0% |