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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 | $66,365 | $93,345-28.9% | $119,126-44.3% | $87,485-24.1% |
| Participation rate | 68.4% | 68.7%-0.3pp | 75.8%-7.3pp | 68.9%-0.5pp |
| Annual return | 15.46% | 19.08%-3.6pp | 282.11%-266.6pp | 26.06%-10.6pp |
| Employer contribution / active EE | $2,770 | $3,172-12.7% | $4,034-31.3% | $2,596+6.7% |
| Participant deferral / active EE | $5,880 | $4,099+43.5% | $5,318+10.6% | $4,274+37.6% |
| Admin fee / account holder | $2,924 | $8,039-63.6% | $10,693-72.7% | $7,775-62.4% |