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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 | $57,970 | $88,672-34.6% | $105,223-44.9% | $82,448-29.7% |
| Participation rate | 57.1% | 67.9%-10.8pp | 75.0%-17.9pp | 68.1%-10.9pp |
| Annual return | 33.34% | 30.86%+2.5pp | 180.65%-147.3pp | 41.64%-8.3pp |
| Employer contribution / active EE | $2,974 | $3,048-2.4% | $3,689-19.4% | $2,551+16.6% |
| Participant deferral / active EE | $5,794 | $4,036+43.6% | $5,072+14.2% | $4,139+40.0% |
| Admin fee / account holder | $691 | $7,146-90.3% | $8,859-92.2% | $7,234-90.4% |