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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 | $64,855 | $58,828+10.2% | $78,002-16.9% | $62,881+3.1% |
| Participation rate | 62.1% | 71.1%-9.0pp | 75.5%-13.5pp | 69.3%-7.2pp |
| Annual return | 8.51% | 17.16%-8.6pp | 425.99%-417.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,156 | $1,672-30.8% | $2,470-53.2% | $2,281-49.3% |
| Participant deferral / active EE | $2,981 | $2,686+11.0% | $3,497-14.8% | $3,203-6.9% |
| Admin fee / account holder | $2,600 | $4,393-40.8% | $5,481-52.6% | $4,296-39.5% |