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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 | $59,001 | $89,259-33.9% | $107,187-45.0% | $82,637-28.6% |
| Participation rate | 58.5% | 67.9%-9.4pp | 75.0%-16.5pp | 68.1%-9.5pp |
| Annual return | 21.69% | 21.02%+0.7pp | 204.55%-182.9pp | 53.51%-31.8pp |
| Employer contribution / active EE | $1,892 | $3,080-38.6% | $3,782-50.0% | $2,552-25.9% |
| Participant deferral / active EE | $3,598 | $4,037-10.9% | $5,096-29.4% | $4,126-12.8% |
| Admin fee / account holder | $4,781 | $7,381-35.2% | $9,162-47.8% | $7,339-34.9% |