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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 | $56,423 | $78,690-28.3% | $161,489-65.1% | $87,485-35.5% |
| Participation rate | 61.6% | 67.5%-5.8pp | 78.7%-17.1pp | 68.9%-7.3pp |
| Annual return | 19.00% | 32.74%-13.7pp | 89.72%-70.7pp | 26.06%-7.1pp |
| Employer contribution / active EE | $2,030 | $2,588-21.5% | $4,268-52.4% | $2,596-21.8% |
| Participant deferral / active EE | $4,462 | $3,311+34.8% | $5,630-20.7% | $4,274+4.4% |
| Admin fee / account holder | $4,008 | $6,724-40.4% | $16,006-75.0% | $7,775-48.5% |