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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 | $63,157 | $77,638-18.7% | $156,551-59.7% | $62,881+0.4% |
| Participation rate | 65.6% | 71.2%-5.6pp | 84.0%-18.4pp | 69.3%-3.7pp |
| Annual return | 5.51% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,381 | $3,444-30.9% | $5,501-56.7% | $2,281+4.4% |
| Participant deferral / active EE | $4,195 | $3,046+37.7% | $4,871-13.9% | $3,203+31.0% |
| Admin fee / account holder | $2,004 | $5,561-64.0% | $13,028-84.6% | $4,296-53.4% |