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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 | $52,116 | $77,920-33.1% | $149,723-65.2% | $75,177-30.7% |
| Participation rate | 58.8% | 65.6%-6.8pp | 78.8%-20.0pp | 67.2%-8.4pp |
| Annual return | 19.92% | 31.72%-11.8pp | 134.50%-114.6pp | 160.75%-140.8pp |
| Employer contribution / active EE | $2,827 | $3,138-9.9% | $4,821-41.4% | $2,671+5.8% |
| Participant deferral / active EE | $5,064 | $3,411+48.4% | $5,682-10.9% | $4,126+22.7% |
| Admin fee / account holder | $340 | $5,951-94.3% | $13,215-97.4% | $5,651-94.0% |