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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 | $76,407-32.7% | $150,298-65.8% | $82,448-37.7% |
| Participation rate | 52.0% | 66.4%-14.4pp | 77.8%-25.8pp | 68.1%-16.1pp |
| Annual return | 19.90% | 39.99%-20.1pp | 62.79%-42.9pp | 41.64%-21.7pp |
| Employer contribution / active EE | $2,221 | $2,614-15.1% | $4,154-46.5% | $2,551-13.0% |
| Participant deferral / active EE | $6,041 | $3,214+87.9% | $5,453+10.8% | $4,139+45.9% |
| Admin fee / account holder | $898 | $6,352-85.9% | $14,116-93.6% | $7,234-87.6% |