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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 | $52,770 | $101,752-48.1% | $164,928-68.0% | $80,911-34.8% |
| Participation rate | 68.1% | 71.8%-3.8pp | 78.6%-10.5pp | 67.6%+0.4pp |
| Annual return | 13.39% | 16.73%-3.3pp | 70.08%-56.7pp | 35.63%-22.2pp |
| Employer contribution / active EE | $1,298 | $2,953-56.0% | $4,343-70.1% | $2,756-52.9% |
| Participant deferral / active EE | $3,782 | $4,477-15.5% | $6,034-37.3% | $4,297-12.0% |
| Admin fee / account holder | $7,494 | $8,218-8.8% | $12,684-40.9% | $6,935+8.1% |