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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 | $40,719 | $47,479-14.2% | $62,929-35.3% | $82,448-50.6% |
| Participation rate | 68.9% | 66.9%+2.0pp | 73.1%-4.3pp | 68.1%+0.8pp |
| Annual return | 15.02% | 20.34%-5.3pp | 1063.93%-1048.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $894 | $1,885-52.6% | $2,505-64.3% | $2,551-65.0% |
| Participant deferral / active EE | $2,699 | $2,870-6.0% | $3,888-30.6% | $4,139-34.8% |
| Admin fee / account holder | $1,471 | $3,804-61.3% | $5,065-71.0% | $7,234-79.7% |