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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 | $71,511 | $91,179-21.6% | $178,499-59.9% | $79,852-10.4% |
| Participation rate | 43.1% | 69.2%-26.2pp | 81.9%-38.9pp | 69.6%-26.6pp |
| Annual return | 15.55% | 24.19%-8.6pp | 151.10%-135.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $3,877 | $3,256+19.1% | $5,011-22.6% | $2,471+56.9% |
| Participant deferral / active EE | $2,960 | $3,236-8.5% | $5,202-43.1% | $3,740-20.9% |
| Admin fee / account holder | $4,174 | $6,749-38.1% | $13,986-70.2% | $5,306-21.3% |