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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 | $55,192 | $84,236-34.5% | $170,435-67.6% | $70,126-21.3% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 18.61% | 23.06%-4.5pp | 205.94%-187.3pp | 73.15%-54.5pp |
| Employer contribution / active EE | $2,013 | $3,387-40.6% | $5,432-62.9% | $2,343-14.1% |
| Participant deferral / active EE | $2,968 | $3,086-3.8% | $4,939-39.9% | $3,332-10.9% |
| Admin fee / account holder | $3,438 | $5,698-39.7% | $13,881-75.2% | $4,645-26.0% |