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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 | $51,877 | $123,155-57.9% | $108,753-52.3% | $155,188-66.6% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 17.81% | 44.73%-26.9pp | 37.47%-19.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $5,482 | $2,811+95.0% | $2,427+125.9% | $4,248+29.1% |
| Participant deferral / active EE | $7,329 | $4,623+58.5% | $4,115+78.1% | $6,531+12.2% |
| Admin fee / account holder | $478 | $12,126-96.1% | $10,320-95.4% | $14,480-96.7% |