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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 | $55,066 | $81,331-32.3% | $155,534-64.6% | $80,935-32.0% |
| Participation rate | 66.0% | 66.3%-0.3pp | 78.2%-12.3pp | 67.7%-1.7pp |
| Annual return | 18.23% | 33.37%-15.1pp | 64.92%-46.7pp | 35.66%-17.4pp |
| Employer contribution / active EE | $2,207 | $3,105-28.9% | $4,675-52.8% | $2,757-20.0% |
| Participant deferral / active EE | $4,922 | $3,454+42.5% | $5,630-12.6% | $4,299+14.5% |
| Admin fee / account holder | $2,553 | $7,999-68.1% | $15,900-83.9% | $6,924-63.1% |