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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 | $78,452 | $77,638+1.0% | $156,551-49.9% | $62,881+24.8% |
| Participation rate | 57.7% | 71.2%-13.5pp | 84.0%-26.3pp | 69.3%-11.6pp |
| Annual return | 14.04% | 50.33%-36.3pp | 32.23%-18.2pp | 20.14%-6.1pp |
| Employer contribution / active EE | $993 | $3,444-71.2% | $5,501-82.0% | $2,281-56.5% |
| Participant deferral / active EE | $2,362 | $3,046-22.5% | $4,871-51.5% | $3,203-26.3% |
| Admin fee / account holder | $4,020 | $5,561-27.7% | $13,028-69.1% | $4,296-6.4% |