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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 | $63,343 | $93,345-32.1% | $119,126-46.8% | $87,485-27.6% |
| Participation rate | 68.6% | 68.7%-0.2pp | 75.8%-7.2pp | 68.9%-0.4pp |
| Annual return | 18.70% | 19.08%-0.4pp | 282.11%-263.4pp | 26.06%-7.4pp |
| Employer contribution / active EE | $1,742 | $3,172-45.1% | $4,034-56.8% | $2,596-32.9% |
| Participant deferral / active EE | $4,539 | $4,099+10.7% | $5,318-14.6% | $4,274+6.2% |
| Admin fee / account holder | $7,493 | $8,039-6.8% | $10,693-29.9% | $7,775-3.6% |