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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 | $30,801 | $93,598-67.1% | $135,974-77.3% | $75,173-59.0% |
| Participation rate | 54.0% | 75.2%-21.2pp | 81.9%-27.9pp | 67.2%-13.2pp |
| Annual return | 26.51% | 30.89%-4.4pp | 68.30%-41.8pp | 160.72%-134.2pp |
| Employer contribution / active EE | $2,973 | $3,538-16.0% | $4,859-38.8% | $2,671+11.3% |
| Participant deferral / active EE | $5,555 | $6,405-13.3% | $7,760-28.4% | $4,126+34.6% |
| Admin fee / account holder | $3,301 | $6,978-52.7% | $10,767-69.3% | $5,651-41.6% |