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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 | $65,428 | $84,236-22.3% | $170,435-61.6% | $70,126-6.7% |
| Participation rate | 57.7% | 70.8%-13.1pp | 83.6%-25.9pp | 69.5%-11.8pp |
| Annual return | 19.06% | 23.06%-4.0pp | 205.94%-186.9pp | 73.15%-54.1pp |
| Employer contribution / active EE | $2,187 | $3,387-35.4% | $5,432-59.7% | $2,343-6.7% |
| Participant deferral / active EE | $3,240 | $3,086+5.0% | $4,939-34.4% | $3,332-2.7% |
| Admin fee / account holder | $1,643 | $5,698-71.2% | $13,881-88.2% | $4,645-64.6% |