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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 | $58,225 | $95,415-39.0% | $185,851-68.7% | $85,851-32.2% |
| Participation rate | 68.5% | 68.8%-0.3pp | 81.7%-13.2pp | 69.3%-0.8pp |
| Annual return | 14.07% | 23.59%-9.5pp | 122.11%-108.0pp | 318.63%-304.6pp |
| Employer contribution / active EE | $1,372 | $3,314-58.6% | $5,168-73.5% | $2,565-46.5% |
| Participant deferral / active EE | $3,735 | $3,424+9.1% | $5,569-32.9% | $3,952-5.5% |
| Admin fee / account holder | $5,061 | $7,215-29.9% | $16,245-68.8% | $6,261-19.2% |