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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 | $50,247 | $93,598-46.3% | $135,974-63.0% | $75,173-33.2% |
| Participation rate | 69.1% | 75.2%-6.1pp | 81.9%-12.8pp | 67.2%+1.9pp |
| Annual return | 16.34% | 30.89%-14.5pp | 68.30%-52.0pp | 160.72%-144.4pp |
| Employer contribution / active EE | $2,332 | $3,538-34.1% | $4,859-52.0% | $2,671-12.7% |
| Participant deferral / active EE | $4,375 | $6,405-31.7% | $7,760-43.6% | $4,126+6.0% |
| Admin fee / account holder | $4,659 | $6,978-33.2% | $10,767-56.7% | $5,651-17.5% |