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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 | $51,420 | $54,757-6.1% | $90,304-43.1% | $72,975-29.5% |
| Participation rate | 65.6% | 65.2%+0.5pp | 73.3%-7.6pp | 69.5%-3.9pp |
| Annual return | 26.71% | 30.63%-3.9pp | 78.13%-51.4pp | 81.01%-54.3pp |
| Employer contribution / active EE | $1,149 | $2,093-45.1% | $2,855-59.8% | $2,440-52.9% |
| Participant deferral / active EE | $2,457 | $2,887-14.9% | $3,885-36.8% | $3,608-31.9% |
| Admin fee / account holder | $623 | $3,973-84.3% | $5,354-88.4% | $5,124-87.8% |