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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 | $64,702 | $89,367-27.6% | $141,191-54.2% | $72,975-11.3% |
| Participation rate | 65.3% | 75.1%-9.8pp | 82.5%-17.2pp | 69.5%-4.2pp |
| Annual return | 25.53% | 111.87%-86.3pp | 71.41%-45.9pp | 81.01%-55.5pp |
| Employer contribution / active EE | $2,954 | $3,115-5.2% | $4,736-37.6% | $2,440+21.1% |
| Participant deferral / active EE | $7,449 | $5,419+37.5% | $6,710+11.0% | $3,608+106.5% |
| Admin fee / account holder | $3,894 | $5,957-34.6% | $10,264-62.1% | $5,124-24.0% |