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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 | $59,102 | $78,707-24.9% | $117,861-49.9% | $70,126-15.7% |
| Participation rate | 69.7% | 73.2%-3.5pp | 79.7%-10.0pp | 69.5%+0.2pp |
| Annual return | 18.49% | 23.30%-4.8pp | 335.11%-316.6pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,074 | $2,223-51.7% | $3,786-71.6% | $2,343-54.2% |
| Participant deferral / active EE | $4,895 | $3,297+48.5% | $4,482+9.2% | $3,332+46.9% |
| Admin fee / account holder | $7,425 | $5,066+46.6% | $8,021-7.4% | $4,645+59.8% |