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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 | $45,313 | $87,132-48.0% | $105,624-57.1% | $80,959-44.0% |
| Participation rate | 69.4% | 70.4%-1.0pp | 75.3%-5.9pp | 67.7%+1.7pp |
| Annual return | 13.78% | 17.03%-3.3pp | 116.20%-102.4pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,141 | $2,397-10.7% | $3,168-32.4% | $2,757-22.3% |
| Participant deferral / active EE | $5,089 | $3,985+27.7% | $5,013+1.5% | $4,300+18.3% |
| Admin fee / account holder | $3,918 | $8,449-53.6% | $10,961-64.3% | $6,925-43.4% |