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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 | $43,574 | $64,705-32.7% | $62,929-30.8% | $67,986-35.9% |
| Participation rate | 66.3% | 65.6%+0.7pp | 73.1%-6.8pp | 57.2%+9.1pp |
| Annual return | 15.77% | 20.31%-4.5pp | 1063.93%-1048.2pp | 31.67%-15.9pp |
| Employer contribution / active EE | $2,030 | $2,376-14.6% | $2,505-19.0% | $2,019+0.5% |
| Participant deferral / active EE | $3,169 | $3,198-0.9% | $3,888-18.5% | $3,358-5.6% |
| Admin fee / account holder | $2,162 | $1,428+51.4% | $5,065-57.3% | $3,203-32.5% |