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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 | $52,939 | $97,125-45.5% | $86,233-38.6% | $137,256-61.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 19.81% | 74.19%-54.4pp | 61.39%-41.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,050 | $2,841-27.8% | $2,504-18.1% | $4,156-50.7% |
| Participant deferral / active EE | $4,658 | $5,180-10.1% | $4,559+2.2% | $6,407-27.3% |
| Admin fee / account holder | $1,242 | $9,725-87.2% | $8,342-85.1% | $12,270-89.9% |