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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 | $68,776 | $89,367-23.0% | $141,191-51.3% | $72,975-5.8% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 22.50% | 111.87%-89.4pp | 71.41%-48.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $1,851 | $3,115-40.6% | $4,736-60.9% | $2,440-24.1% |
| Participant deferral / active EE | $4,846 | $5,419-10.6% | $6,710-27.8% | $3,608+34.3% |
| Admin fee / account holder | $522 | $5,957-91.2% | $10,264-94.9% | $5,124-89.8% |