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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 | $65,571 | $78,707-16.7% | $117,861-44.4% | $70,126-6.5% |
| Participation rate | 63.2% | 73.2%-10.0pp | 79.7%-16.4pp | 69.5%-6.3pp |
| Annual return | 12.69% | 23.30%-10.6pp | 335.11%-322.4pp | 73.15%-60.5pp |
| Employer contribution / active EE | $2,247 | $2,223+1.1% | $3,786-40.7% | $2,343-4.1% |
| Participant deferral / active EE | $3,814 | $3,297+15.7% | $4,482-14.9% | $3,332+14.5% |
| Admin fee / account holder | $4,008 | $5,066-20.9% | $8,021-50.0% | $4,645-13.7% |