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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 | $49,873 | $87,132-42.8% | $105,624-52.8% | $80,959-38.4% |
| Participation rate | 68.3% | 70.4%-2.1pp | 75.3%-6.9pp | 67.7%+0.7pp |
| Annual return | 17.25% | 17.03%+0.2pp | 116.20%-99.0pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,556 | $2,397+6.6% | $3,168-19.3% | $2,757-7.3% |
| Participant deferral / active EE | $4,142 | $3,985+3.9% | $5,013-17.4% | $4,300-3.7% |
| Admin fee / account holder | $11,525 | $8,449+36.4% | $10,961+5.1% | $6,925+66.4% |