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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 | $45,219 | $83,369-45.8% | $105,223-57.0% | $67,986-33.5% |
| Participation rate | 58.2% | 56.3%+1.9pp | 75.0%-16.9pp | 57.2%+1.0pp |
| Annual return | 16.61% | 24.64%-8.0pp | 180.65%-164.0pp | 31.67%-15.1pp |
| Employer contribution / active EE | $698 | $2,541-72.5% | $3,689-81.1% | $2,019-65.4% |
| Participant deferral / active EE | $4,668 | $3,295+41.7% | $5,072-8.0% | $3,358+39.0% |
| Admin fee / account holder | $13,178 | $4,073+223.6% | $8,859+48.8% | $3,203+311.4% |