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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 | $73,828 | $91,559-19.4% | $133,959-44.9% | $79,858-7.6% |
| Participation rate | 52.8% | 73.3%-20.6pp | 79.8%-27.1pp | 69.6%-16.9pp |
| Annual return | 11.95% | 61.85%-49.9pp | 45.09%-33.1pp | 31.72%-19.8pp |
| Employer contribution / active EE | $1,809 | $2,384-24.1% | $3,919-53.8% | $2,471-26.8% |
| Participant deferral / active EE | $4,566 | $3,734+22.3% | $5,047-9.5% | $3,740+22.1% |
| Admin fee / account holder | $2,957 | $6,321-53.2% | $8,928-66.9% | $5,306-44.3% |