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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 | $49,220 | $99,053-50.3% | $88,179-44.2% | $138,895-64.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 22.96% | 78.17%-55.2pp | 64.97%-42.0pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,666 | $2,882-7.5% | $2,549+4.6% | $4,194-36.4% |
| Participant deferral / active EE | $6,442 | $5,225+23.3% | $4,614+39.6% | $6,396+0.7% |
| Admin fee / account holder | $838 | $8,748-90.4% | $7,673-89.1% | $12,562-93.3% |