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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 | $66,414 | $88,672-25.1% | $105,223-36.9% | $82,448-19.4% |
| Participation rate | 40.6% | 67.9%-27.3pp | 75.0%-34.4pp | 68.1%-27.4pp |
| Annual return | 18.46% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,660 | $3,048-45.6% | $3,689-55.0% | $2,551-34.9% |
| Participant deferral / active EE | $2,953 | $4,036-26.8% | $5,072-41.8% | $4,139-28.7% |
| Admin fee / account holder | $10,801 | $7,146+51.2% | $8,859+21.9% | $7,234+49.3% |