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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 | $74,693 | $105,284-29.1% | $150,734-50.4% | $94,015-20.6% |
| Participation rate | 66.7% | 71.7%-5.1pp | 78.4%-11.8pp | 70.8%-4.2pp |
| Annual return | 17.91% | 15.67%+2.2pp | 600.81%-582.9pp | 17.84%+0.1pp |
| Employer contribution / active EE | $2,978 | $3,599-17.3% | $4,918-39.5% | $2,790+6.7% |
| Participant deferral / active EE | $4,828 | $4,274+13.0% | $5,610-13.9% | $4,249+13.6% |
| Admin fee / account holder | $2,600 | $9,839-73.6% | $14,905-82.6% | $8,951-71.0% |