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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 | $49,003 | $88,360-44.5% | $145,433-66.3% | $67,986-27.9% |
| Participation rate | 61.7% | 65.5%-3.7pp | 82.1%-20.4pp | 57.2%+4.5pp |
| Annual return | 30.39% | 63.15%-32.8pp | 66.58%-36.2pp | 31.67%-1.3pp |
| Employer contribution / active EE | $2,767 | $3,054-9.4% | $4,554-39.2% | $2,019+37.1% |
| Participant deferral / active EE | $5,978 | $5,932+0.8% | $7,897-24.3% | $3,358+78.0% |
| Admin fee / account holder | $9,599 | $3,313+189.7% | $13,129-26.9% | $3,203+199.7% |