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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 | $88,672-40.8% | $105,223-50.1% | $82,448-36.4% |
| Participation rate | 68.2% | 67.9%+0.3pp | 75.0%-6.9pp | 68.1%+0.1pp |
| Annual return | 23.76% | 30.86%-7.1pp | 180.65%-156.9pp | 41.64%-17.9pp |
| Employer contribution / active EE | $1,878 | $3,048-38.4% | $3,689-49.1% | $2,551-26.4% |
| Participant deferral / active EE | $3,506 | $4,036-13.1% | $5,072-30.9% | $4,139-15.3% |
| Admin fee / account holder | $522 | $7,146-92.7% | $8,859-94.1% | $7,234-92.8% |