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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 | $43,398 | $61,755-29.7% | $97,161-55.3% | $80,911-46.4% |
| Participation rate | 64.9% | 63.5%+1.4pp | 72.7%-7.8pp | 67.6%-2.8pp |
| Annual return | 11.16% | -557.90%+569.1pp | 75.36%-64.2pp | 35.63%-24.5pp |
| Employer contribution / active EE | $4,322 | $1,835+135.5% | $2,723+58.7% | $2,756+56.8% |
| Participant deferral / active EE | $7,073 | $3,026+133.7% | $4,265+65.8% | $4,297+64.6% |
| Admin fee / account holder | $9,715 | $5,166+88.1% | $5,647+72.0% | $6,935+40.1% |