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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 | $43,484 | $52,279-16.8% | $89,414-51.4% | $79,852-45.5% |
| Participation rate | 57.8% | 57.5%+0.2pp | 68.0%-10.2pp | 69.6%-11.9pp |
| Annual return | 13.54% | 22.16%-8.6pp | 245.50%-232.0pp | 31.72%-18.2pp |
| Employer contribution / active EE | $2,476 | $1,572+57.5% | $2,586-4.3% | $2,471+0.2% |
| Participant deferral / active EE | $4,821 | $2,740+75.9% | $3,890+23.9% | $3,740+28.9% |
| Admin fee / account holder | $2,436 | $3,356-27.4% | $4,883-50.1% | $5,306-54.1% |