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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 | $53,077 | $93,617-43.3% | $135,982-61.0% | $75,177-29.4% |
| Participation rate | 69.2% | 75.2%-6.0pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 26.12% | 30.89%-4.8pp | 68.32%-42.2pp | 160.75%-134.6pp |
| Employer contribution / active EE | $1,523 | $3,538-57.0% | $4,859-68.7% | $2,671-43.0% |
| Participant deferral / active EE | $3,881 | $6,406-39.4% | $7,760-50.0% | $4,126-6.0% |
| Admin fee / account holder | $2,504 | $6,980-64.1% | $10,767-76.7% | $5,651-55.7% |