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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 | $49,842 | $60,442-17.5% | $96,754-48.5% | $87,485-43.0% |
| Participation rate | 55.7% | 58.7%-3.0pp | 70.3%-14.6pp | 68.9%-13.2pp |
| Annual return | 20.87% | 21.97%-1.1pp | 82.04%-61.2pp | 26.06%-5.2pp |
| Employer contribution / active EE | $1,766 | $1,691+4.4% | $2,679-34.1% | $2,596-32.0% |
| Participant deferral / active EE | $3,103 | $3,280-5.4% | $4,758-34.8% | $4,274-27.4% |
| Admin fee / account holder | $7,666 | $5,069+51.2% | $8,905-13.9% | $7,775-1.4% |