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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 | $76,257 | $93,345-18.3% | $119,126-36.0% | $87,485-12.8% |
| Participation rate | 62.5% | 68.7%-6.2pp | 75.8%-13.3pp | 68.9%-6.4pp |
| Annual return | 13.96% | 19.08%-5.1pp | 282.11%-268.1pp | 26.06%-12.1pp |
| Employer contribution / active EE | $2,782 | $3,172-12.3% | $4,034-31.0% | $2,596+7.2% |
| Participant deferral / active EE | $6,566 | $4,099+60.2% | $5,318+23.5% | $4,274+53.6% |
| Admin fee / account holder | $2,453 | $8,039-69.5% | $10,693-77.1% | $7,775-68.4% |