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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 | $93,345-25.8% | $119,126-41.9% | $87,485-20.9% |
| Participation rate | 62.2% | 68.7%-6.6pp | 75.8%-13.6pp | 68.9%-6.8pp |
| Annual return | 18.49% | 19.08%-0.6pp | 282.11%-263.6pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,893 | $3,172-40.3% | $4,034-53.1% | $2,596-27.1% |
| Participant deferral / active EE | $4,452 | $4,099+8.6% | $5,318-16.3% | $4,274+4.2% |
| Admin fee / account holder | $3,300 | $8,039-59.0% | $10,693-69.1% | $7,775-57.6% |