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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 | $51,939 | $88,672-41.4% | $105,223-50.6% | $82,448-37.0% |
| Participation rate | 59.0% | 67.9%-8.9pp | 75.0%-16.0pp | 68.1%-9.1pp |
| Annual return | 21.14% | 30.86%-9.7pp | 180.65%-159.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,312 | $3,048-24.1% | $3,689-37.3% | $2,551-9.4% |
| Participant deferral / active EE | $5,442 | $4,036+34.8% | $5,072+7.3% | $4,139+31.5% |
| Admin fee / account holder | $1,383 | $7,146-80.6% | $8,859-84.4% | $7,234-80.9% |