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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 | $66,296 | $106,864-38.0% | $147,318-55.0% | $82,637-19.8% |
| Participation rate | 66.7% | 75.5%-8.8pp | 82.1%-15.4pp | 68.1%-1.4pp |
| Annual return | 25.21% | 27.49%-2.3pp | 70.43%-45.2pp | 53.51%-28.3pp |
| Employer contribution / active EE | $2,675 | $3,417-21.7% | $4,593-41.8% | $2,552+4.8% |
| Participant deferral / active EE | $5,599 | $6,496-13.8% | $7,906-29.2% | $4,126+35.7% |
| Admin fee / account holder | $2,533 | $8,415-69.9% | $13,708-81.5% | $7,339-65.5% |