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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 | $54,591 | $93,345-41.5% | $119,126-54.2% | $87,485-37.6% |
| Participation rate | 57.4% | 68.7%-11.3pp | 75.8%-18.4pp | 68.9%-11.5pp |
| Annual return | 13.02% | 19.08%-6.1pp | 282.11%-269.1pp | 26.06%-13.0pp |
| Employer contribution / active EE | $2,058 | $3,172-35.1% | $4,034-49.0% | $2,596-20.7% |
| Participant deferral / active EE | $5,274 | $4,099+28.7% | $5,318-0.8% | $4,274+23.4% |
| Admin fee / account holder | $1,997 | $8,039-75.2% | $10,693-81.3% | $7,775-74.3% |