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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 | $53,987 | $78,705-31.4% | $117,860-54.2% | $70,124-23.0% |
| Participation rate | 58.9% | 73.2%-14.2pp | 79.7%-20.7pp | 69.5%-10.6pp |
| Annual return | 19.35% | 23.30%-3.9pp | 335.10%-315.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,625 | $2,223-26.9% | $3,786-57.1% | $2,342-30.6% |
| Participant deferral / active EE | $3,440 | $3,297+4.3% | $4,482-23.2% | $3,332+3.2% |
| Admin fee / account holder | $2,349 | $5,065-53.6% | $8,021-70.7% | $4,645-49.4% |