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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 | $69,239 | $105,284-34.2% | $150,734-54.1% | $94,015-26.4% |
| Participation rate | 62.2% | 71.7%-9.6pp | 78.4%-16.3pp | 70.8%-8.7pp |
| Annual return | 18.49% | 15.67%+2.8pp | 600.81%-582.3pp | 17.84%+0.6pp |
| Employer contribution / active EE | $1,893 | $3,599-47.4% | $4,918-61.5% | $2,790-32.1% |
| Participant deferral / active EE | $4,452 | $4,274+4.2% | $5,610-20.6% | $4,249+4.8% |
| Admin fee / account holder | $3,300 | $9,839-66.5% | $14,905-77.9% | $8,951-63.1% |