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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 | $75,223 | $107,421-30.0% | $182,262-58.7% | $94,015-20.0% |
| Participation rate | 65.2% | 77.8%-12.6pp | 84.2%-19.0pp | 70.8%-5.7pp |
| Annual return | 22.17% | 21.32%+0.9pp | 140.60%-118.4pp | 17.84%+4.3pp |
| Employer contribution / active EE | $2,458 | $3,448-28.7% | $5,046-51.3% | $2,790-11.9% |
| Participant deferral / active EE | $3,569 | $6,558-45.6% | $8,276-56.9% | $4,249-16.0% |
| Admin fee / account holder | $28,271 | $8,692+225.2% | $16,712+69.2% | $8,951+215.8% |