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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 | $69,304 | $68,394+1.3% | $94,672-26.8% | $75,177-7.8% |
| Participation rate | 54.2% | 76.1%-21.9pp | 80.8%-26.7pp | 67.2%-13.0pp |
| Annual return | 16.11% | 616.92%-600.8pp | 156.89%-140.8pp | 160.75%-144.6pp |
| Employer contribution / active EE | $2,646 | $2,701-2.0% | $3,673-28.0% | $2,671-0.9% |
| Participant deferral / active EE | $4,702 | $6,536-28.1% | $7,417-36.6% | $4,126+14.0% |
| Admin fee / account holder | $3,155 | $5,326-40.8% | $7,222-56.3% | $5,651-44.2% |