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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 | $51,105 | $81,276-37.1% | $155,574-67.2% | $80,925-36.8% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 13.43% | 33.36%-19.9pp | 64.87%-51.4pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,237 | $3,103-60.1% | $4,676-73.6% | $2,756-55.1% |
| Participant deferral / active EE | $4,776 | $3,453+38.3% | $5,629-15.2% | $4,299+11.1% |
| Admin fee / account holder | $720 | $7,993-91.0% | $15,914-95.5% | $6,940-89.6% |