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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 | $63,207 | $93,345-32.3% | $119,126-46.9% | $87,485-27.8% |
| Participation rate | 65.8% | 68.7%-2.9pp | 75.8%-10.0pp | 68.9%-3.1pp |
| Annual return | 21.69% | 19.08%+2.6pp | 282.11%-260.4pp | 26.06%-4.4pp |
| Employer contribution / active EE | $2,990 | $3,172-5.7% | $4,034-25.9% | $2,596+15.2% |
| Participant deferral / active EE | $8,309 | $4,099+102.7% | $5,318+56.2% | $4,274+94.4% |
| Admin fee / account holder | $5,046 | $8,039-37.2% | $10,693-52.8% | $7,775-35.1% |