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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 | $51,104 | $77,920-34.4% | $149,723-65.9% | $75,177-32.0% |
| Participation rate | 57.1% | 65.6%-8.4pp | 78.8%-21.6pp | 67.2%-10.1pp |
| Annual return | 14.38% | 31.72%-17.3pp | 134.50%-120.1pp | 160.75%-146.4pp |
| Employer contribution / active EE | $2,227 | $3,138-29.0% | $4,821-53.8% | $2,671-16.6% |
| Participant deferral / active EE | $3,628 | $3,411+6.4% | $5,682-36.1% | $4,126-12.1% |
| Admin fee / account holder | $391 | $5,951-93.4% | $13,215-97.0% | $5,651-93.1% |