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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 | $42,888 | $96,731-55.7% | $123,973-65.4% | $86,983-50.7% |
| Participation rate | 59.5% | 70.0%-10.6pp | 76.7%-17.2pp | 69.5%-10.1pp |
| Annual return | 24.36% | 17.33%+7.0pp | 388.13%-363.8pp | 25.83%-1.5pp |
| Employer contribution / active EE | $3,516 | $3,297+6.6% | $4,126-14.8% | $2,584+36.0% |
| Participant deferral / active EE | $6,244 | $4,152+50.4% | $5,247+19.0% | $4,194+48.9% |
| Admin fee / account holder | $4,466 | $8,722-48.8% | $11,799-62.1% | $7,856-43.1% |