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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 | $73,448 | $62,549+17.4% | $85,705-14.3% | $85,851-14.4% |
| Participation rate | 54.7% | 61.1%-6.4pp | 69.9%-15.1pp | 69.3%-14.6pp |
| Annual return | 13.49% | 23.77%-10.3pp | 21.49%-8.0pp | 318.63%-305.1pp |
| Employer contribution / active EE | $1,326 | $1,755-24.5% | $2,619-49.4% | $2,565-48.3% |
| Participant deferral / active EE | $3,808 | $2,802+35.9% | $3,924-3.0% | $3,952-3.7% |
| Admin fee / account holder | $2,341 | $4,644-49.6% | $6,877-66.0% | $6,261-62.6% |