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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 | $54,936 | $74,535-26.3% | $100,712-45.5% | $82,637-33.5% |
| Participation rate | 55.1% | 61.2%-6.1pp | 69.3%-14.2pp | 68.1%-13.0pp |
| Annual return | 48.19% | 18.92%+29.3pp | 33.27%+14.9pp | 53.51%-5.3pp |
| Employer contribution / active EE | $930 | $1,503-38.1% | $2,313-59.8% | $2,552-63.6% |
| Participant deferral / active EE | $3,704 | $3,074+20.5% | $4,085-9.3% | $4,126-10.2% |
| Admin fee / account holder | $8,942 | $6,576+36.0% | $9,256-3.4% | $7,339+21.8% |