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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 | $50,056 | $77,638-35.5% | $156,551-68.0% | $62,881-20.4% |
| Participation rate | 61.7% | 71.2%-9.5pp | 84.0%-22.3pp | 69.3%-7.6pp |
| Annual return | 10.79% | 50.33%-39.5pp | 32.23%-21.4pp | 20.14%-9.4pp |
| Employer contribution / active EE | $900 | $3,444-73.9% | $5,501-83.6% | $2,281-60.5% |
| Participant deferral / active EE | $1,860 | $3,046-38.9% | $4,871-61.8% | $3,203-41.9% |
| Admin fee / account holder | $1,909 | $5,561-65.7% | $13,028-85.3% | $4,296-55.6% |