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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 | $69,714 | $82,028-15.0% | $123,105-43.4% | $59,633+16.9% |
| Participation rate | 64.9% | 83.2%-18.3pp | 86.8%-21.9pp | 68.7%-3.8pp |
| Annual return | 43.47% | 5.12%+38.4pp | 13.22%+30.3pp | 2041.45%-1998.0pp |
| Employer contribution / active EE | $2,855 | $3,297-13.4% | $5,151-44.6% | $2,203+29.6% |
| Participant deferral / active EE | $5,455 | $4,667+16.9% | $6,229-12.4% | $3,192+70.9% |
| Admin fee / account holder | $3,656 | $5,879-37.8% | $9,014-59.4% | $4,297-14.9% |