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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 | $52,417 | $93,598-44.0% | $135,974-61.5% | $75,173-30.3% |
| Participation rate | 68.2% | 75.2%-7.0pp | 81.9%-13.7pp | 67.2%+1.0pp |
| Annual return | 29.59% | 30.89%-1.3pp | 68.30%-38.7pp | 160.72%-131.1pp |
| Employer contribution / active EE | $2,436 | $3,538-31.1% | $4,859-49.9% | $2,671-8.8% |
| Participant deferral / active EE | $4,166 | $6,405-35.0% | $7,760-46.3% | $4,126+1.0% |
| Admin fee / account holder | $3,356 | $6,978-51.9% | $10,767-68.8% | $5,651-40.6% |