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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 | $59,551 | $93,617-36.4% | $135,982-56.2% | $75,177-20.8% |
| Participation rate | 56.0% | 75.2%-19.2pp | 81.9%-25.9pp | 67.2%-11.2pp |
| Annual return | 18.88% | 30.89%-12.0pp | 68.32%-49.4pp | 160.75%-141.9pp |
| Employer contribution / active EE | $1,761 | $3,538-50.2% | $4,859-63.8% | $2,671-34.1% |
| Participant deferral / active EE | $4,231 | $6,406-33.9% | $7,760-45.5% | $4,126+2.5% |
| Admin fee / account holder | $2,479 | $6,980-64.5% | $10,767-77.0% | $5,651-56.1% |