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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 | $53,177 | $77,901-31.7% | $149,717-64.5% | $75,181-29.3% |
| Participation rate | 64.3% | 65.6%-1.3pp | 78.8%-14.5pp | 67.2%-2.9pp |
| Annual return | 21.02% | 31.73%-10.7pp | 134.41%-113.4pp | 160.69%-139.7pp |
| Employer contribution / active EE | $2,094 | $3,137-33.3% | $4,820-56.6% | $2,671-21.6% |
| Participant deferral / active EE | $5,757 | $3,411+68.8% | $5,682+1.3% | $4,126+39.5% |
| Admin fee / account holder | $923 | $5,949-84.5% | $13,213-93.0% | $5,650-83.7% |