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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 | $70,997 | $78,707-9.8% | $117,861-39.8% | $70,126+1.2% |
| Participation rate | 43.2% | 73.2%-29.9pp | 79.7%-36.4pp | 69.5%-26.3pp |
| Annual return | 18.78% | 23.30%-4.5pp | 335.11%-316.3pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,474 | $2,223-33.7% | $3,786-61.1% | $2,343-37.1% |
| Participant deferral / active EE | $2,172 | $3,297-34.1% | $4,482-51.5% | $3,332-34.8% |
| Admin fee / account holder | $5,088 | $5,066+0.4% | $8,021-36.6% | $4,645+9.5% |