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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 | $53,931 | $107,421-49.8% | $182,262-70.4% | $94,015-42.6% |
| Participation rate | 66.7% | 77.8%-11.1pp | 84.2%-17.5pp | 70.8%-4.2pp |
| Annual return | 16.35% | 21.32%-5.0pp | 140.60%-124.3pp | 17.84%-1.5pp |
| Employer contribution / active EE | $2,476 | $3,448-28.2% | $5,046-50.9% | $2,790-11.3% |
| Participant deferral / active EE | $6,447 | $6,558-1.7% | $8,276-22.1% | $4,249+51.7% |
| Admin fee / account holder | $4,409 | $8,692-49.3% | $16,712-73.6% | $8,951-50.7% |