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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 | $49,647 | $93,598-47.0% | $135,974-63.5% | $75,173-34.0% |
| Participation rate | 65.2% | 75.2%-10.0pp | 81.9%-16.7pp | 67.2%-2.0pp |
| Annual return | 20.15% | 30.89%-10.7pp | 68.30%-48.2pp | 160.72%-140.6pp |
| Employer contribution / active EE | $2,461 | $3,538-30.4% | $4,859-49.4% | $2,671-7.9% |
| Participant deferral / active EE | $6,071 | $6,405-5.2% | $7,760-21.8% | $4,126+47.1% |
| Admin fee / account holder | $2,106 | $6,978-69.8% | $10,767-80.4% | $5,651-62.7% |