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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 | $72,636 | $86,298-15.8% | $111,308-34.7% | $85,847-15.4% |
| Participation rate | 62.7% | 73.3%-10.6pp | 77.3%-14.6pp | 69.3%-6.6pp |
| Annual return | 16.80% | 19.99%-3.2pp | 54.67%-37.9pp | 318.61%-301.8pp |
| Employer contribution / active EE | $2,049 | $2,044+0.2% | $2,732-25.0% | $2,565-20.1% |
| Participant deferral / active EE | $3,476 | $3,641-4.5% | $4,487-22.5% | $3,952-12.1% |
| Admin fee / account holder | $3,690 | $8,189-54.9% | $7,965-53.7% | $6,261-41.1% |