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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 | $57,334 | $73,955-22.5% | $96,520-40.6% | $75,181-23.7% |
| Participation rate | 68.7% | 66.4%+2.2pp | 74.3%-5.7pp | 67.2%+1.5pp |
| Annual return | 19.00% | 26.72%-7.7pp | 35.72%-16.7pp | 160.69%-141.7pp |
| Employer contribution / active EE | $3,219 | $2,930+9.9% | $3,739-13.9% | $2,671+20.5% |
| Participant deferral / active EE | $5,596 | $3,659+52.9% | $4,879+14.7% | $4,126+35.6% |
| Admin fee / account holder | $3,950 | $5,217-24.3% | $6,733-41.3% | $5,650-30.1% |