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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 | $59,103 | $77,901-24.1% | $149,717-60.5% | $75,181-21.4% |
| Participation rate | 68.8% | 65.6%+3.2pp | 78.8%-10.0pp | 67.2%+1.6pp |
| Annual return | 18.57% | 31.73%-13.2pp | 134.41%-115.8pp | 160.69%-142.1pp |
| Employer contribution / active EE | $1,668 | $3,137-46.8% | $4,820-65.4% | $2,671-37.5% |
| Participant deferral / active EE | $3,721 | $3,411+9.1% | $5,682-34.5% | $4,126-9.8% |
| Admin fee / account holder | $3,309 | $5,949-44.4% | $13,213-75.0% | $5,650-41.4% |