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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 | $58,048 | $91,424-36.5% | $135,942-57.3% | $71,495-18.8% |
| Participation rate | 61.0% | 75.7%-14.7pp | 81.9%-21.0pp | 67.9%-7.0pp |
| Annual return | 39.60% | 29.90%+9.7pp | 68.28%-28.7pp | 28.85%+10.7pp |
| Employer contribution / active EE | $1,919 | $3,704-48.2% | $4,858-60.5% | $2,589-25.9% |
| Participant deferral / active EE | $5,709 | $7,092-19.5% | $7,759-26.4% | $4,291+33.1% |
| Admin fee / account holder | $916 | $1,266-27.7% | $10,764-91.5% | $1,588-42.3% |