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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 | $50,164 | $52,279-4.0% | $89,414-43.9% | $79,852-37.2% |
| Participation rate | 60.6% | 57.5%+3.1pp | 68.0%-7.4pp | 69.6%-9.0pp |
| Annual return | 12.37% | 22.16%-9.8pp | 245.50%-233.1pp | 31.72%-19.4pp |
| Employer contribution / active EE | $2,698 | $1,572+71.7% | $2,586+4.3% | $2,471+9.2% |
| Participant deferral / active EE | $3,212 | $2,740+17.2% | $3,890-17.4% | $3,740-14.1% |
| Admin fee / account holder | $688 | $3,356-79.5% | $4,883-85.9% | $5,306-87.0% |