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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 | $50,626 | $112,729-55.1% | $98,716-48.7% | $137,256-63.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 16.96% | 38.48%-21.5pp | 31.81%-14.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,326 | $2,725-51.3% | $2,279-41.8% | $4,156-68.1% |
| Participant deferral / active EE | $4,466 | $4,640-3.8% | $4,048+10.3% | $6,407-30.3% |
| Admin fee / account holder | $311 | $10,129-96.9% | $8,703-96.4% | $12,270-97.5% |