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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 | $79,842 | $107,666-25.8% | $102,184-21.9% | $154,746-48.4% |
| Participation rate | 52.9% | 83.7%-30.8pp | 82.6%-29.7pp | 80.7%-27.8pp |
| Annual return | 16.29% | 29.33%-13.0pp | 31.58%-15.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,057 | $3,846-20.5% | $3,594-14.9% | $4,379-30.2% |
| Participant deferral / active EE | $5,322 | $8,719-39.0% | $8,309-36.0% | $6,730-20.9% |
| Admin fee / account holder | $480 | $12,943-96.3% | $11,609-95.9% | $14,365-96.7% |