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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 | $57,090 | $96,731-41.0% | $123,973-53.9% | $86,983-34.4% |
| Participation rate | 56.7% | 70.0%-13.4pp | 76.7%-20.0pp | 69.5%-12.9pp |
| Annual return | 19.75% | 17.33%+2.4pp | 388.13%-368.4pp | 25.83%-6.1pp |
| Employer contribution / active EE | $2,407 | $3,297-27.0% | $4,126-41.7% | $2,584-6.9% |
| Participant deferral / active EE | $4,514 | $4,152+8.7% | $5,247-14.0% | $4,194+7.6% |
| Admin fee / account holder | $7,886 | $8,722-9.6% | $11,799-33.2% | $7,856+0.4% |