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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 | $56,298 | $78,428-28.2% | $95,960-41.3% | $79,852-29.5% |
| Participation rate | 67.6% | 73.5%-5.8pp | 77.1%-9.4pp | 69.6%-2.0pp |
| Annual return | 18.92% | 19.37%-0.4pp | 91.63%-72.7pp | 31.72%-12.8pp |
| Employer contribution / active EE | $2,216 | $1,945+13.9% | $2,541-12.8% | $2,471-10.3% |
| Participant deferral / active EE | $4,838 | $3,440+40.6% | $4,167+16.1% | $3,740+29.3% |
| Admin fee / account holder | $3,339 | $5,622-40.6% | $6,797-50.9% | $5,306-37.1% |