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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 | $49,136 | $99,875-50.8% | $146,866-66.5% | $86,983-43.5% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.5%-4.2pp |
| Annual return | 24.45% | 28.10%-3.7pp | 102.85%-78.4pp | 25.83%-1.4pp |
| Employer contribution / active EE | $2,890 | $3,224-10.4% | $4,425-34.7% | $2,584+11.8% |
| Participant deferral / active EE | $7,339 | $6,322+16.1% | $7,759-5.4% | $4,194+75.0% |
| Admin fee / account holder | $1,914 | $7,838-75.6% | $13,620-85.9% | $7,856-75.6% |