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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 | $70,529 | $55,457+27.2% | $77,361-8.8% | $94,015-25.0% |
| Participation rate | 50.0% | 69.8%-19.8pp | 75.0%-25.0pp | 70.8%-20.8pp |
| Annual return | 16.22% | 15.57%+0.7pp | 1011.54%-995.3pp | 17.84%-1.6pp |
| Employer contribution / active EE | $2,452 | $2,255+8.7% | $2,990-18.0% | $2,790-12.1% |
| Participant deferral / active EE | $2,922 | $3,069-4.8% | $3,911-25.3% | $4,249-31.2% |
| Admin fee / account holder | $2,046 | $4,334-52.8% | $5,894-65.3% | $8,951-77.1% |