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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 | $57,532 | $105,284-45.4% | $150,734-61.8% | $94,015-38.8% |
| Participation rate | 68.2% | 71.7%-3.6pp | 78.4%-10.3pp | 70.8%-2.6pp |
| Annual return | 11.52% | 15.67%-4.2pp | 600.81%-589.3pp | 17.84%-6.3pp |
| Employer contribution / active EE | $2,288 | $3,599-36.4% | $4,918-53.5% | $2,790-18.0% |
| Participant deferral / active EE | $5,094 | $4,274+19.2% | $5,610-9.2% | $4,249+19.9% |
| Admin fee / account holder | $4,530 | $9,839-54.0% | $14,905-69.6% | $8,951-49.4% |