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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 | $59,365 | $65,361-9.2% | $92,903-36.1% | $72,983-18.7% |
| Participation rate | 56.7% | 68.3%-11.6pp | 76.0%-19.3pp | 69.5%-12.8pp |
| Annual return | 29.87% | 42.11%-12.2pp | 109.43%-79.6pp | 81.01%-51.1pp |
| Employer contribution / active EE | $2,116 | $2,594-18.4% | $3,653-42.1% | $2,440-13.3% |
| Participant deferral / active EE | $4,807 | $3,128+53.7% | $4,238+13.4% | $3,608+33.2% |
| Admin fee / account holder | $1,220 | $4,251-71.3% | $5,795-78.9% | $5,124-76.2% |