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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 | $88,672-28.6% | $105,223-39.8% | $82,448-23.2% |
| Participation rate | 68.6% | 67.9%+0.6pp | 75.0%-6.5pp | 68.1%+0.5pp |
| Annual return | 18.70% | 30.86%-12.2pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,742 | $3,048-42.8% | $3,689-52.8% | $2,551-31.7% |
| Participant deferral / active EE | $4,539 | $4,036+12.5% | $5,072-10.5% | $4,139+9.7% |
| Admin fee / account holder | $7,493 | $7,146+4.9% | $8,859-15.4% | $7,234+3.6% |