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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 | $52,405 | $93,598-44.0% | $135,974-61.5% | $75,173-30.3% |
| Participation rate | 64.4% | 75.2%-10.8pp | 81.9%-17.5pp | 67.2%-2.8pp |
| Annual return | 22.52% | 30.89%-8.4pp | 68.30%-45.8pp | 160.72%-138.2pp |
| Employer contribution / active EE | $2,928 | $3,538-17.2% | $4,859-39.7% | $2,671+9.6% |
| Participant deferral / active EE | $5,451 | $6,405-14.9% | $7,760-29.8% | $4,126+32.1% |
| Admin fee / account holder | $784 | $6,978-88.8% | $10,767-92.7% | $5,651-86.1% |