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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 | $52,540 | $78,682-33.2% | $109,188-51.9% | $85,851-38.8% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.7pp |
| Annual return | 19.18% | 25.09%-5.9pp | 25.76%-6.6pp | 318.63%-299.5pp |
| Employer contribution / active EE | $2,400 | $2,734-12.2% | $3,723-35.5% | $2,565-6.5% |
| Participant deferral / active EE | $5,095 | $3,468+46.9% | $4,654+9.5% | $3,952+28.9% |
| Admin fee / account holder | $2,887 | $5,470-47.2% | $6,755-57.3% | $6,261-53.9% |