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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 | $50,966 | $93,598-45.5% | $135,974-62.5% | $75,173-32.2% |
| Participation rate | 68.9% | 75.2%-6.3pp | 81.9%-13.0pp | 67.2%+1.7pp |
| Annual return | 27.72% | 30.89%-3.2pp | 68.30%-40.6pp | 160.72%-133.0pp |
| Employer contribution / active EE | $1,567 | $3,538-55.7% | $4,859-67.8% | $2,671-41.3% |
| Participant deferral / active EE | $2,973 | $6,405-53.6% | $7,760-61.7% | $4,126-28.0% |
| Admin fee / account holder | $1,068 | $6,978-84.7% | $10,767-90.1% | $5,651-81.1% |