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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 | $43,701 | $61,125-28.5% | $94,057-53.5% | $87,485-50.0% |
| Participation rate | 65.5% | 64.1%+1.5pp | 73.3%-7.8pp | 68.9%-3.4pp |
| Annual return | 19.36% | 35.20%-15.8pp | 480.62%-461.3pp | 26.06%-6.7pp |
| Employer contribution / active EE | $2,185 | $2,136+2.3% | $2,933-25.5% | $2,596-15.8% |
| Participant deferral / active EE | $3,116 | $3,260-4.4% | $4,709-33.8% | $4,274-27.1% |
| Admin fee / account holder | $1,682 | $5,629-70.1% | $7,244-76.8% | $7,775-78.4% |