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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 | $52,456 | $89,259-41.2% | $107,187-51.1% | $82,637-36.5% |
| Participation rate | 68.2% | 67.9%+0.3pp | 75.0%-6.8pp | 68.1%+0.1pp |
| Annual return | 23.76% | 21.02%+2.7pp | 204.55%-180.8pp | 53.51%-29.8pp |
| Employer contribution / active EE | $1,878 | $3,080-39.0% | $3,782-50.3% | $2,552-26.4% |
| Participant deferral / active EE | $3,506 | $4,037-13.2% | $5,096-31.2% | $4,126-15.0% |
| Admin fee / account holder | $522 | $7,381-92.9% | $9,162-94.3% | $7,339-92.9% |