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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 | $54,261 | $88,672-38.8% | $105,223-48.4% | $82,448-34.2% |
| Participation rate | 64.0% | 67.9%-3.9pp | 75.0%-11.0pp | 68.1%-4.1pp |
| Annual return | 17.41% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,472 | $3,048-18.9% | $3,689-33.0% | $2,551-3.1% |
| Participant deferral / active EE | $4,767 | $4,036+18.1% | $5,072-6.0% | $4,139+15.2% |
| Admin fee / account holder | $14,287 | $7,146+99.9% | $8,859+61.3% | $7,234+97.5% |