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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 | $55,325 | $109,359-49.4% | $162,177-65.9% | $72,975-24.2% |
| Participation rate | 62.9% | 84.3%-21.4pp | 87.6%-24.7pp | 69.5%-6.6pp |
| Annual return | 22.30% | 25.46%-3.2pp | 115.60%-93.3pp | 81.01%-58.7pp |
| Employer contribution / active EE | $2,162 | $3,907-44.7% | $5,613-61.5% | $2,440-11.4% |
| Participant deferral / active EE | $5,022 | $5,481-8.4% | $7,297-31.2% | $3,608+39.2% |
| Admin fee / account holder | $5,563 | $7,972-30.2% | $10,843-48.7% | $5,124+8.6% |