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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 | $51,077 | $68,586-25.5% | $120,380-57.6% | $80,911-36.9% |
| Participation rate | 68.4% | 61.6%+6.8pp | 71.9%-3.5pp | 67.6%+0.8pp |
| Annual return | 11.82% | 23.62%-11.8pp | 107.28%-95.5pp | 35.63%-23.8pp |
| Employer contribution / active EE | $1,224 | $2,053-40.4% | $3,465-64.7% | $2,756-55.6% |
| Participant deferral / active EE | $2,716 | $3,174-14.4% | $4,992-45.6% | $4,297-36.8% |
| Admin fee / account holder | $3,299 | $5,733-42.5% | $9,421-65.0% | $6,935-52.4% |