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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 | $66,316 | $93,345-29.0% | $119,126-44.3% | $87,485-24.2% |
| Participation rate | 64.3% | 68.7%-4.5pp | 75.8%-11.5pp | 68.9%-4.6pp |
| Annual return | 21.16% | 19.08%+2.1pp | 282.11%-260.9pp | 26.06%-4.9pp |
| Employer contribution / active EE | $2,344 | $3,172-26.1% | $4,034-41.9% | $2,596-9.7% |
| Participant deferral / active EE | $5,926 | $4,099+44.6% | $5,318+11.4% | $4,274+38.7% |
| Admin fee / account holder | $725 | $8,039-91.0% | $10,693-93.2% | $7,775-90.7% |