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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 | $40,405 | $93,345-56.7% | $119,126-66.1% | $87,485-53.8% |
| Participation rate | 65.2% | 68.7%-3.5pp | 75.8%-10.5pp | 68.9%-3.7pp |
| Annual return | 24.13% | 19.08%+5.0pp | 282.11%-258.0pp | 26.06%-1.9pp |
| Employer contribution / active EE | $2,803 | $3,172-11.6% | $4,034-30.5% | $2,596+7.9% |
| Participant deferral / active EE | $6,682 | $4,099+63.0% | $5,318+25.6% | $4,274+56.4% |
| Admin fee / account holder | $1,247 | $8,039-84.5% | $10,693-88.3% | $7,775-84.0% |