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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 | $89,259-52.0% | $107,187-60.0% | $82,637-48.1% |
| Participation rate | 59.5% | 67.9%-8.5pp | 75.0%-15.6pp | 68.1%-8.6pp |
| Annual return | 24.36% | 21.02%+3.3pp | 204.55%-180.2pp | 53.51%-29.1pp |
| Employer contribution / active EE | $3,516 | $3,080+14.2% | $3,782-7.0% | $2,552+37.8% |
| Participant deferral / active EE | $6,244 | $4,037+54.6% | $5,096+22.5% | $4,126+51.3% |
| Admin fee / account holder | $4,466 | $7,381-39.5% | $9,162-51.3% | $7,339-39.1% |