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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 | $70,331 | $138,393-49.2% | $184,256-61.8% | $80,959-13.1% |
| Participation rate | 54.1% | 83.9%-29.8pp | 86.8%-32.8pp | 67.7%-13.6pp |
| Annual return | 45.48% | 20.01%+25.5pp | 28.85%+16.6pp | 35.67%+9.8pp |
| Employer contribution / active EE | $3,098 | $4,847-36.1% | $6,427-51.8% | $2,757+12.4% |
| Participant deferral / active EE | $11,335 | $7,076+60.2% | $9,133+24.1% | $4,300+163.6% |
| Admin fee / account holder | $8,071 | $10,489-23.1% | $13,899-41.9% | $6,925+16.5% |