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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 | $67,280 | $105,284-36.1% | $150,734-55.4% | $94,015-28.4% |
| Participation rate | 64.1% | 71.7%-7.6pp | 78.4%-14.3pp | 70.8%-6.7pp |
| Annual return | 18.37% | 15.67%+2.7pp | 600.81%-582.4pp | 17.84%+0.5pp |
| Employer contribution / active EE | $2,020 | $3,599-43.9% | $4,918-58.9% | $2,790-27.6% |
| Participant deferral / active EE | $4,002 | $4,274-6.4% | $5,610-28.7% | $4,249-5.8% |
| Admin fee / account holder | $2,065 | $9,839-79.0% | $14,905-86.1% | $8,951-76.9% |