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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 | $52,053 | $101,618-48.8% | $93,063-44.1% | $137,256-62.1% |
| Participation rate | 57.1% | 74.9%-17.8pp | 72.1%-15.0pp | 80.0%-22.8pp |
| Annual return | 15.04% | 223.95%-208.9pp | 34.15%-19.1pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,516 | $2,707-7.0% | $2,476+1.6% | $4,156-39.5% |
| Participant deferral / active EE | $4,434 | $4,279+3.6% | $3,958+12.0% | $6,407-30.8% |
| Admin fee / account holder | $4,153 | $6,198-33.0% | $6,033-31.2% | $12,270-66.2% |