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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 | $58,078 | $71,230-18.5% | $93,727-38.0% | $80,959-28.3% |
| Participation rate | 64.7% | 60.4%+4.3pp | 68.7%-4.0pp | 67.7%-3.0pp |
| Annual return | 13.23% | 11.26%+2.0pp | 133.83%-120.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $4,679 | $1,565+198.9% | $2,421+93.2% | $2,757+69.7% |
| Participant deferral / active EE | $8,145 | $4,037+101.7% | $4,417+84.4% | $4,300+89.4% |
| Admin fee / account holder | $4,928 | $6,961-29.2% | $8,292-40.6% | $6,925-28.8% |