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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 | $81,233-37.1% | $155,567-67.2% | $80,874-36.8% |
| Participation rate | 61.3% | 66.2%-4.9pp | 78.2%-16.9pp | 67.6%-6.4pp |
| Annual return | 14.77% | 33.33%-18.6pp | 64.74%-50.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $2,338 | $3,101-24.6% | $4,674-50.0% | $2,756-15.2% |
| Participant deferral / active EE | $4,054 | $3,452+17.4% | $5,628-28.0% | $4,297-5.7% |
| Admin fee / account holder | $8,276 | $7,998+3.5% | $15,916-48.0% | $6,935+19.3% |