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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 | $64,353 | $77,638-17.1% | $156,551-58.9% | $62,881+2.3% |
| Participation rate | 66.2% | 71.2%-5.0pp | 84.0%-17.8pp | 69.3%-3.1pp |
| Annual return | 7.67% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,655 | $3,444-52.0% | $5,501-69.9% | $2,281-27.5% |
| Participant deferral / active EE | $2,875 | $3,046-5.6% | $4,871-41.0% | $3,203-10.3% |
| Admin fee / account holder | $941 | $5,561-83.1% | $13,028-92.8% | $4,296-78.1% |