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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 | $52,848 | $78,690-32.8% | $161,489-67.3% | $87,485-39.6% |
| Participation rate | 69.0% | 67.5%+1.6pp | 78.7%-9.6pp | 68.9%+0.1pp |
| Annual return | 14.94% | 32.74%-17.8pp | 89.72%-74.8pp | 26.06%-11.1pp |
| Employer contribution / active EE | $2,497 | $2,588-3.5% | $4,268-41.5% | $2,596-3.8% |
| Participant deferral / active EE | $4,764 | $3,311+43.9% | $5,630-15.4% | $4,274+11.5% |
| Admin fee / account holder | $2,713 | $6,724-59.6% | $16,006-83.0% | $7,775-65.1% |