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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 | $70,115 | $93,345-24.9% | $119,126-41.1% | $87,485-19.9% |
| Participation rate | 43.2% | 68.7%-25.6pp | 75.8%-32.6pp | 68.9%-25.7pp |
| Annual return | 15.83% | 19.08%-3.2pp | 282.11%-266.3pp | 26.06%-10.2pp |
| Employer contribution / active EE | $2,243 | $3,172-29.3% | $4,034-44.4% | $2,596-13.6% |
| Participant deferral / active EE | $5,239 | $4,099+27.8% | $5,318-1.5% | $4,274+22.6% |
| Admin fee / account holder | $4,711 | $8,039-41.4% | $10,693-55.9% | $7,775-39.4% |