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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 | $68,793 | $88,672-22.4% | $105,223-34.6% | $82,448-16.6% |
| Participation rate | 40.7% | 67.9%-27.2pp | 75.0%-34.3pp | 68.1%-27.3pp |
| Annual return | 18.07% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,244 | $3,048-26.4% | $3,689-39.2% | $2,551-12.0% |
| Participant deferral / active EE | $4,170 | $4,036+3.3% | $5,072-17.8% | $4,139+0.7% |
| Admin fee / account holder | $723 | $7,146-89.9% | $8,859-91.8% | $7,234-90.0% |