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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 | $67,067 | $91,179-26.4% | $178,499-62.4% | $79,852-16.0% |
| Participation rate | 55.9% | 69.2%-13.3pp | 81.9%-26.0pp | 69.6%-13.7pp |
| Annual return | 10.29% | 24.19%-13.9pp | 151.10%-140.8pp | 31.72%-21.4pp |
| Employer contribution / active EE | $2,550 | $3,256-21.7% | $5,011-49.1% | $2,471+3.2% |
| Participant deferral / active EE | $2,163 | $3,236-33.2% | $5,202-58.4% | $3,740-42.2% |
| Admin fee / account holder | $4,306 | $6,749-36.2% | $13,986-69.2% | $5,306-18.9% |