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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 | $106,864-29.6% | $147,318-48.9% | $82,637-9.0% |
| Participation rate | 65.2% | 75.5%-10.3pp | 82.1%-16.9pp | 68.1%-2.9pp |
| Annual return | 22.17% | 27.49%-5.3pp | 70.43%-48.3pp | 53.51%-31.3pp |
| Employer contribution / active EE | $2,458 | $3,417-28.1% | $4,593-46.5% | $2,552-3.7% |
| Participant deferral / active EE | $3,569 | $6,496-45.1% | $7,906-54.9% | $4,126-13.5% |
| Admin fee / account holder | $28,271 | $8,415+236.0% | $13,708+106.2% | $7,339+285.2% |