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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 | $83,935 | $106,749-21.4% | $145,433-42.3% | $82,448+1.8% |
| Participation rate | 68.0% | 75.6%-7.6pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 51.75% | 27.59%+24.2pp | 66.58%-14.8pp | 41.64%+10.1pp |
| Employer contribution / active EE | $2,396 | $3,444-30.4% | $4,554-47.4% | $2,551-6.1% |
| Participant deferral / active EE | $4,289 | $6,519-34.2% | $7,897-45.7% | $4,139+3.6% |
| Admin fee / account holder | $29,601 | $8,390+252.8% | $13,129+125.5% | $7,234+309.2% |