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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 | $74,769 | $98,776-24.3% | $149,745-50.1% | $79,856-6.4% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.5%-26.5pp | 69.6%-13.6pp |
| Annual return | 17.20% | 27.38%-10.2pp | 276.72%-259.5pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,643 | $3,217-17.9% | $4,646-43.1% | $2,471+6.9% |
| Participant deferral / active EE | $4,057 | $5,681-28.6% | $6,843-40.7% | $3,741+8.5% |
| Admin fee / account holder | $1,046 | $6,053-82.7% | $9,312-88.8% | $5,306-80.3% |