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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 | $30,770 | $76,551-59.8% | $123,894-75.2% | $62,881-51.1% |
| Participation rate | 67.6% | 73.0%-5.4pp | 81.4%-13.8pp | 69.3%-1.7pp |
| Annual return | 68.50% | 18.68%+49.8pp | 47.52%+21.0pp | 20.14%+48.4pp |
| Employer contribution / active EE | $2,093 | $2,882-27.4% | $4,617-54.7% | $2,281-8.3% |
| Participant deferral / active EE | $4,148 | $4,840-14.3% | $5,984-30.7% | $3,203+29.5% |
| Admin fee / account holder | $3,134 | $4,826-35.1% | $8,357-62.5% | $4,296-27.0% |