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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 | $50,599 | $86,298-41.4% | $111,308-54.5% | $85,847-41.1% |
| Participation rate | 68.5% | 73.3%-4.9pp | 77.3%-8.8pp | 69.3%-0.8pp |
| Annual return | 12.60% | 19.99%-7.4pp | 54.67%-42.1pp | 318.61%-306.0pp |
| Employer contribution / active EE | $909 | $2,044-55.5% | $2,732-66.7% | $2,565-64.6% |
| Participant deferral / active EE | $3,479 | $3,641-4.4% | $4,487-22.5% | $3,952-12.0% |
| Admin fee / account holder | $8,230 | $8,189+0.5% | $7,965+3.3% | $6,261+31.5% |