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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 | $42,669 | $88,672-51.9% | $105,223-59.4% | $82,448-48.2% |
| Participation rate | 68.4% | 67.9%+0.5pp | 75.0%-6.6pp | 68.1%+0.4pp |
| Annual return | 21.00% | 30.86%-9.9pp | 180.65%-159.6pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,307 | $3,048-24.3% | $3,689-37.4% | $2,551-9.6% |
| Participant deferral / active EE | $2,765 | $4,036-31.5% | $5,072-45.5% | $4,139-33.2% |
| Admin fee / account holder | $693 | $7,146-90.3% | $8,859-92.2% | $7,234-90.4% |