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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 | $51,891 | $57,061-9.1% | $85,063-39.0% | $80,911-35.9% |
| Participation rate | 56.4% | 56.3%+0.1pp | 67.5%-11.1pp | 67.6%-11.2pp |
| Annual return | 13.14% | 21.66%-8.5pp | 66.54%-53.4pp | 35.63%-22.5pp |
| Employer contribution / active EE | $4,673 | $1,799+159.8% | $2,727+71.4% | $2,756+69.6% |
| Participant deferral / active EE | $12,054 | $3,110+287.5% | $4,523+166.5% | $4,297+180.5% |
| Admin fee / account holder | $13,310 | $4,986+166.9% | $6,155+116.3% | $6,935+91.9% |