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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 | $50,176 | $78,423-36.0% | $95,964-47.7% | $79,856-37.2% |
| Participation rate | 66.3% | 73.5%-7.2pp | 77.1%-10.8pp | 69.6%-3.4pp |
| Annual return | 10.30% | 19.37%-9.1pp | 91.64%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,940 | $1,945-0.3% | $2,541-23.7% | $2,471-21.5% |
| Participant deferral / active EE | $2,583 | $3,440-24.9% | $4,167-38.0% | $3,741-31.0% |
| Admin fee / account holder | $3,931 | $5,622-30.1% | $6,797-42.2% | $5,306-25.9% |