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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 | $40,231 | $47,479-15.3% | $62,929-36.1% | $82,448-51.2% |
| Participation rate | 67.4% | 66.9%+0.6pp | 73.1%-5.7pp | 68.1%-0.6pp |
| Annual return | 12.34% | 20.34%-8.0pp | 1063.93%-1051.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,978 | $1,885+4.9% | $2,505-21.0% | $2,551-22.5% |
| Participant deferral / active EE | $4,247 | $2,870+48.0% | $3,888+9.2% | $4,139+2.6% |
| Admin fee / account holder | $1,291 | $3,804-66.1% | $5,065-74.5% | $7,234-82.2% |