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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 | $51,568 | $77,638-33.6% | $156,551-67.1% | $62,881-18.0% |
| Participation rate | 68.5% | 71.2%-2.7pp | 84.0%-15.5pp | 69.3%-0.8pp |
| Annual return | 8.96% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,959 | $3,444-43.1% | $5,501-64.4% | $2,281-14.1% |
| Participant deferral / active EE | $3,338 | $3,046+9.6% | $4,871-31.5% | $3,203+4.2% |
| Admin fee / account holder | $936 | $5,561-83.2% | $13,028-92.8% | $4,296-78.2% |