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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 | $67,649 | $75,807-10.8% | $116,096-41.7% | $86,983-22.2% |
| Participation rate | 58.3% | 66.9%-8.5pp | 73.3%-15.0pp | 69.5%-11.2pp |
| Annual return | 14.73% | 18.57%-3.8pp | 326.25%-311.5pp | 25.83%-11.1pp |
| Employer contribution / active EE | $3,352 | $1,892+77.1% | $2,503+33.9% | $2,584+29.7% |
| Participant deferral / active EE | $3,353 | $3,212+4.4% | $3,952-15.1% | $4,194-20.0% |
| Admin fee / account holder | $2,183 | $6,659-67.2% | $7,704-71.7% | $7,856-72.2% |