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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 | $65,644 | $93,598-29.9% | $135,974-51.7% | $75,173-12.7% |
| Participation rate | 53.1% | 75.2%-22.1pp | 81.9%-28.8pp | 67.2%-14.1pp |
| Annual return | 44.15% | 30.89%+13.3pp | 68.30%-24.2pp | 160.72%-116.6pp |
| Employer contribution / active EE | $1,741 | $3,538-50.8% | $4,859-64.2% | $2,671-34.8% |
| Participant deferral / active EE | $3,637 | $6,405-43.2% | $7,760-53.1% | $4,126-11.9% |
| Admin fee / account holder | $3,471 | $6,978-50.3% | $10,767-67.8% | $5,651-38.6% |