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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 | $59,678 | $108,825-45.2% | $156,181-61.8% | $82,448-27.6% |
| Participation rate | 51.1% | 72.4%-21.3pp | 78.8%-27.7pp | 68.1%-17.0pp |
| Annual return | 17.79% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,278 | $2,870-20.6% | $4,294-46.9% | $2,551-10.7% |
| Participant deferral / active EE | $5,512 | $4,577+20.4% | $6,132-10.1% | $4,139+33.2% |
| Admin fee / account holder | $4,733 | $9,341-49.3% | $14,586-67.6% | $7,234-34.6% |