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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 | $78,742 | $93,345-15.6% | $119,126-33.9% | $87,485-10.0% |
| Participation rate | 65.6% | 68.7%-3.2pp | 75.8%-10.2pp | 68.9%-3.4pp |
| Annual return | 20.02% | 19.08%+0.9pp | 282.11%-262.1pp | 26.06%-6.0pp |
| Employer contribution / active EE | $2,895 | $3,172-8.7% | $4,034-28.2% | $2,596+11.5% |
| Participant deferral / active EE | $5,463 | $4,099+33.3% | $5,318+2.7% | $4,274+27.8% |
| Admin fee / account holder | $3,450 | $8,039-57.1% | $10,693-67.7% | $7,775-55.6% |