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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 | $75,638 | $93,617-19.2% | $135,982-44.4% | $75,177+0.6% |
| Participation rate | 53.3% | 75.2%-21.9pp | 81.9%-28.6pp | 67.2%-13.9pp |
| Annual return | 18.74% | 30.89%-12.1pp | 68.32%-49.6pp | 160.75%-142.0pp |
| Employer contribution / active EE | $2,665 | $3,538-24.7% | $4,859-45.2% | $2,671-0.2% |
| Participant deferral / active EE | $5,092 | $6,406-20.5% | $7,760-34.4% | $4,126+23.4% |
| Admin fee / account holder | $1,307 | $6,980-81.3% | $10,767-87.9% | $5,651-76.9% |