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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 | $49,735 | $76,407-34.9% | $150,298-66.9% | $82,448-39.7% |
| Participation rate | 55.2% | 66.4%-11.2pp | 77.8%-22.6pp | 68.1%-12.9pp |
| Annual return | 14.98% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,707 | $2,614+3.6% | $4,154-34.8% | $2,551+6.1% |
| Participant deferral / active EE | $5,192 | $3,214+61.5% | $5,453-4.8% | $4,139+25.4% |
| Admin fee / account holder | $10,873 | $6,352+71.2% | $14,116-23.0% | $7,234+50.3% |