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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 | $58,446 | $115,225-49.3% | $100,712-42.0% | $138,895-57.9% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 20.74% | 40.35%-19.6pp | 33.27%-12.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,141 | $2,771-22.8% | $2,313-7.4% | $4,194-49.0% |
| Participant deferral / active EE | $4,709 | $4,699+0.2% | $4,085+15.3% | $6,396-26.4% |
| Admin fee / account holder | $2,573 | $10,844-76.3% | $9,256-72.2% | $12,562-79.5% |