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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 | $55,672 | $101,795-45.3% | $165,100-66.3% | $80,959-31.2% |
| Participation rate | 65.2% | 71.8%-6.6pp | 78.6%-13.4pp | 67.7%-2.5pp |
| Annual return | 14.53% | 16.73%-2.2pp | 70.21%-55.7pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,350 | $2,954-20.4% | $4,348-46.0% | $2,757-14.8% |
| Participant deferral / active EE | $7,041 | $4,476+57.3% | $6,035+16.7% | $4,300+63.7% |
| Admin fee / account holder | $3,882 | $8,221-52.8% | $12,696-69.4% | $6,925-43.9% |