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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 | $72,625 | $52,279+38.9% | $89,414-18.8% | $79,852-9.1% |
| Participation rate | 46.2% | 57.5%-11.4pp | 68.0%-21.8pp | 69.6%-23.5pp |
| Annual return | 20.94% | 22.16%-1.2pp | 245.50%-224.6pp | 31.72%-10.8pp |
| Employer contribution / active EE | $1,606 | $1,572+2.2% | $2,586-37.9% | $2,471-35.0% |
| Participant deferral / active EE | $4,335 | $2,740+58.2% | $3,890+11.4% | $3,740+15.9% |
| Admin fee / account holder | $1,630 | $3,356-51.4% | $4,883-66.6% | $5,306-69.3% |