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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 | $57,090 | $93,345-38.8% | $119,126-52.1% | $87,485-34.7% |
| Participation rate | 56.7% | 68.7%-12.1pp | 75.8%-19.1pp | 68.9%-12.3pp |
| Annual return | 19.75% | 19.08%+0.7pp | 282.11%-262.4pp | 26.06%-6.3pp |
| Employer contribution / active EE | $2,407 | $3,172-24.1% | $4,034-40.3% | $2,596-7.3% |
| Participant deferral / active EE | $4,514 | $4,099+10.1% | $5,318-15.1% | $4,274+5.6% |
| Admin fee / account holder | $7,886 | $8,039-1.9% | $10,693-26.3% | $7,775+1.4% |