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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 | $58,787 | $105,284-44.2% | $150,734-61.0% | $94,015-37.5% |
| Participation rate | 65.5% | 71.7%-6.2pp | 78.4%-12.9pp | 70.8%-5.3pp |
| Annual return | 16.90% | 15.67%+1.2pp | 600.81%-583.9pp | 17.84%-0.9pp |
| Employer contribution / active EE | $1,601 | $3,599-55.5% | $4,918-67.4% | $2,790-42.6% |
| Participant deferral / active EE | $5,800 | $4,274+35.7% | $5,610+3.4% | $4,249+36.5% |
| Admin fee / account holder | $3,180 | $9,839-67.7% | $14,905-78.7% | $8,951-64.5% |