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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 | $60,437 | $86,940-30.5% | $102,434-41.0% | $80,935-25.3% |
| Participation rate | 55.0% | 72.4%-17.4pp | 76.5%-21.5pp | 67.7%-12.7pp |
| Annual return | 42.22% | 18.89%+23.3pp | 29.46%+12.8pp | 35.66%+6.6pp |
| Employer contribution / active EE | $1,385 | $2,370-41.6% | $3,023-54.2% | $2,757-49.8% |
| Participant deferral / active EE | $3,362 | $4,121-18.4% | $5,055-33.5% | $4,299-21.8% |
| Admin fee / account holder | $4,673 | $8,047-41.9% | $9,462-50.6% | $6,924-32.5% |