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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 | $49,160 | $96,731-49.2% | $123,973-60.3% | $86,983-43.5% |
| Participation rate | 65.7% | 70.0%-4.3pp | 76.7%-10.9pp | 69.5%-3.8pp |
| Annual return | 18.80% | 17.33%+1.5pp | 388.13%-369.3pp | 25.83%-7.0pp |
| Employer contribution / active EE | $2,121 | $3,297-35.7% | $4,126-48.6% | $2,584-17.9% |
| Participant deferral / active EE | $5,583 | $4,152+34.5% | $5,247+6.4% | $4,194+33.1% |
| Admin fee / account holder | $2,587 | $8,722-70.3% | $11,799-78.1% | $7,856-67.1% |