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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 | $50,244 | $101,752-50.6% | $164,928-69.5% | $80,911-37.9% |
| Participation rate | 58.6% | 71.8%-13.2pp | 78.6%-20.0pp | 67.6%-9.0pp |
| Annual return | 21.42% | 16.73%+4.7pp | 70.08%-48.7pp | 35.63%-14.2pp |
| Employer contribution / active EE | $2,677 | $2,953-9.3% | $4,343-38.4% | $2,756-2.8% |
| Participant deferral / active EE | $4,796 | $4,477+7.1% | $6,034-20.5% | $4,297+11.6% |
| Admin fee / account holder | $1,206 | $8,218-85.3% | $12,684-90.5% | $6,935-82.6% |