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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 | $67,311 | $45,050+49.4% | $63,018+6.8% | $70,126-4.0% |
| Participation rate | 64.9% | 69.5%-4.6pp | 74.8%-9.9pp | 69.5%-4.7pp |
| Annual return | 13.63% | 18.76%-5.1pp | 87.62%-74.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,859 | $2,052-9.4% | $2,761-32.7% | $2,343-20.7% |
| Participant deferral / active EE | $4,649 | $2,466+88.6% | $3,330+39.6% | $3,332+39.5% |
| Admin fee / account holder | $5,461 | $2,834+92.7% | $3,601+51.7% | $4,645+17.6% |