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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 | $71,644 | $117,895-39.2% | $102,460-30.1% | $145,897-50.9% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 21.57% | 31.92%-10.3pp | 29.47%-7.9pp | 552.29%-530.7pp |
| Employer contribution / active EE | $2,980 | $3,619-17.7% | $3,025-1.5% | $4,663-36.1% |
| Participant deferral / active EE | $11,879 | $5,736+107.1% | $5,056+134.9% | $6,689+77.6% |
| Admin fee / account holder | $621 | $13,353-95.3% | $9,460-93.4% | $13,390-95.4% |