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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 | $51,066 | $93,598-45.4% | $135,974-62.4% | $75,173-32.1% |
| Participation rate | 64.9% | 75.2%-10.3pp | 81.9%-17.0pp | 67.2%-2.3pp |
| Annual return | 17.33% | 30.89%-13.6pp | 68.30%-51.0pp | 160.72%-143.4pp |
| Employer contribution / active EE | $2,798 | $3,538-20.9% | $4,859-42.4% | $2,671+4.7% |
| Participant deferral / active EE | $6,176 | $6,405-3.6% | $7,760-20.4% | $4,126+49.7% |
| Admin fee / account holder | $5,869 | $6,978-15.9% | $10,767-45.5% | $5,651+3.9% |