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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 | $52,939 | $81,331-34.9% | $155,534-66.0% | $80,935-34.6% |
| Participation rate | 60.3% | 66.3%-5.9pp | 78.2%-17.9pp | 67.7%-7.3pp |
| Annual return | 14.99% | 33.37%-18.4pp | 64.92%-49.9pp | 35.66%-20.7pp |
| Employer contribution / active EE | $4,192 | $3,105+35.0% | $4,675-10.3% | $2,757+52.0% |
| Participant deferral / active EE | $7,938 | $3,454+129.8% | $5,630+41.0% | $4,299+84.6% |
| Admin fee / account holder | $3,845 | $7,999-51.9% | $15,900-75.8% | $6,924-44.5% |