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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 | $65,159 | $93,345-30.2% | $119,126-45.3% | $87,485-25.5% |
| Participation rate | 68.1% | 68.7%-0.7pp | 75.8%-7.7pp | 68.9%-0.8pp |
| Annual return | 14.07% | 19.08%-5.0pp | 282.11%-268.0pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,615 | $3,172-49.1% | $4,034-60.0% | $2,596-37.8% |
| Participant deferral / active EE | $2,975 | $4,099-27.4% | $5,318-44.1% | $4,274-30.4% |
| Admin fee / account holder | $19,767 | $8,039+145.9% | $10,693+84.9% | $7,775+154.2% |