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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 | $74,081 | $96,731-23.4% | $123,973-40.2% | $86,983-14.8% |
| Participation rate | 58.6% | 70.0%-11.4pp | 76.7%-18.0pp | 69.5%-10.9pp |
| Annual return | 19.35% | 17.33%+2.0pp | 388.13%-368.8pp | 25.83%-6.5pp |
| Employer contribution / active EE | $2,157 | $3,297-34.6% | $4,126-47.7% | $2,584-16.5% |
| Participant deferral / active EE | $5,395 | $4,152+29.9% | $5,247+2.8% | $4,194+28.6% |
| Admin fee / account holder | $2,474 | $8,722-71.6% | $11,799-79.0% | $7,856-68.5% |