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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 | $44,298 | $98,766-55.1% | $149,730-70.4% | $79,852-44.5% |
| Participation rate | 67.5% | 75.8%-8.3pp | 82.5%-15.0pp | 69.6%-2.1pp |
| Annual return | 19.30% | 27.43%-8.1pp | 276.70%-257.4pp | 31.72%-12.4pp |
| Employer contribution / active EE | $3,591 | $3,217+11.6% | $4,645-22.7% | $2,471+45.3% |
| Participant deferral / active EE | $8,203 | $5,681+44.4% | $6,843+19.9% | $3,740+119.3% |
| Admin fee / account holder | $4,037 | $6,052-33.3% | $9,310-56.6% | $5,306-23.9% |