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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 | $64,365 | $79,169-18.7% | $100,415-35.9% | $74,478-13.6% |
| Participation rate | 69.2% | 79.4%-10.2pp | 81.5%-12.3pp | 67.2%+2.0pp |
| Annual return | 14.73% | 20.51%-5.8pp | 49.47%-34.7pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $2,050 | $3,017-32.1% | $3,943-48.0% | $2,626-22.0% |
| Participant deferral / active EE | $4,025 | $7,751-48.1% | $8,091-50.3% | $4,350-7.5% |
| Admin fee / account holder | $2,072 | $1,337+55.0% | $7,906-73.8% | $1,946+6.5% |