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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 | $50,472 | $89,364-43.5% | $141,177-64.2% | $72,983-30.8% |
| Participation rate | 63.4% | 75.1%-11.7pp | 82.5%-19.1pp | 69.5%-6.1pp |
| Annual return | 26.87% | 111.86%-85.0pp | 71.40%-44.5pp | 81.01%-54.1pp |
| Employer contribution / active EE | $2,517 | $3,115-19.2% | $4,736-46.9% | $2,440+3.2% |
| Participant deferral / active EE | $4,765 | $5,419-12.1% | $6,710-29.0% | $3,608+32.1% |
| Admin fee / account holder | $2,690 | $5,959-54.9% | $10,263-73.8% | $5,124-47.5% |