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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 | $55,326 | $84,236-34.3% | $170,435-67.5% | $70,126-21.1% |
| Participation rate | 58.6% | 70.8%-12.2pp | 83.6%-25.0pp | 69.5%-10.9pp |
| Annual return | 18.54% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $2,087 | $3,387-38.4% | $5,432-61.6% | $2,343-10.9% |
| Participant deferral / active EE | $3,930 | $3,086+27.4% | $4,939-20.4% | $3,332+18.0% |
| Admin fee / account holder | $1,000 | $5,698-82.5% | $13,881-92.8% | $4,645-78.5% |