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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 | $58,561 | $98,776-40.7% | $149,745-60.9% | $79,856-26.7% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.5%-18.5pp | 69.6%-5.6pp |
| Annual return | 18.69% | 27.38%-8.7pp | 276.72%-258.0pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,796 | $3,217-13.1% | $4,646-39.8% | $2,471+13.1% |
| Participant deferral / active EE | $7,719 | $5,681+35.9% | $6,843+12.8% | $3,741+106.4% |
| Admin fee / account holder | $1,487 | $6,053-75.4% | $9,312-84.0% | $5,306-72.0% |