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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 | $53,272 | $97,125-45.2% | $86,233-38.2% | $137,256-61.2% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.0%+0.2pp | 80.0%-10.7pp |
| Annual return | 16.18% | 74.19%-58.0pp | 61.39%-45.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,822 | $2,841-35.9% | $2,504-27.2% | $4,156-56.2% |
| Participant deferral / active EE | $3,552 | $5,180-31.4% | $4,559-22.1% | $6,407-44.6% |
| Admin fee / account holder | $423 | $9,725-95.7% | $8,342-94.9% | $12,270-96.6% |