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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 | $68,476 | $70,418-2.8% | $96,570-29.1% | $85,847-20.2% |
| Participation rate | 51.3% | 61.8%-10.5pp | 69.8%-18.5pp | 69.3%-18.0pp |
| Annual return | 22.27% | 18.59%+3.7pp | 37.79%-15.5pp | 318.61%-296.3pp |
| Employer contribution / active EE | $1,846 | $1,413+30.7% | $2,357-21.7% | $2,565-28.0% |
| Participant deferral / active EE | $3,238 | $2,894+11.9% | $3,849-15.9% | $3,952-18.1% |
| Admin fee / account holder | $1,669 | $4,995-66.6% | $6,182-73.0% | $6,261-73.3% |