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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 | $51,385 | $78,690-34.7% | $161,489-68.2% | $87,485-41.3% |
| Participation rate | 52.0% | 67.5%-15.5pp | 78.7%-26.7pp | 68.9%-16.9pp |
| Annual return | 19.90% | 32.74%-12.8pp | 89.72%-69.8pp | 26.06%-6.2pp |
| Employer contribution / active EE | $2,221 | $2,588-14.2% | $4,268-48.0% | $2,596-14.5% |
| Participant deferral / active EE | $6,041 | $3,311+82.5% | $5,630+7.3% | $4,274+41.4% |
| Admin fee / account holder | $898 | $6,724-86.7% | $16,006-94.4% | $7,775-88.5% |