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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 | $56,299 | $96,731-41.8% | $123,973-54.6% | $86,983-35.3% |
| Participation rate | 67.7% | 70.0%-2.3pp | 76.7%-8.9pp | 69.5%-1.8pp |
| Annual return | 19.33% | 17.33%+2.0pp | 388.13%-368.8pp | 25.83%-6.5pp |
| Employer contribution / active EE | $2,685 | $3,297-18.6% | $4,126-34.9% | $2,584+3.9% |
| Participant deferral / active EE | $5,632 | $4,152+35.7% | $5,247+7.3% | $4,194+34.3% |
| Admin fee / account holder | $4,372 | $8,722-49.9% | $11,799-62.9% | $7,856-44.3% |