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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 | $69,518 | $78,636-11.6% | $105,607-34.2% | $74,459-6.6% |
| Participation rate | 55.8% | 72.8%-16.9pp | 75.3%-19.5pp | 67.2%-11.4pp |
| Annual return | 17.08% | 15.96%+1.1pp | 116.11%-99.0pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $2,949 | $2,523+16.9% | $3,167-6.9% | $2,626+12.3% |
| Participant deferral / active EE | $3,504 | $4,322-18.9% | $5,011-30.1% | $4,350-19.4% |
| Admin fee / account holder | $6,997 | $2,220+215.2% | $10,958-36.1% | $1,945+259.8% |