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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 | $51,829 | $89,367-42.0% | $141,191-63.3% | $72,975-29.0% |
| Participation rate | 59.0% | 75.1%-16.1pp | 82.5%-23.4pp | 69.5%-10.5pp |
| Annual return | 23.80% | 111.87%-88.1pp | 71.41%-47.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $3,478 | $3,115+11.7% | $4,736-26.6% | $2,440+42.5% |
| Participant deferral / active EE | $3,581 | $5,419-33.9% | $6,710-46.6% | $3,608-0.7% |
| Admin fee / account holder | $1,931 | $5,957-67.6% | $10,264-81.2% | $5,124-62.3% |