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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 | $72,074 | $91,559-21.3% | $133,971-46.2% | $79,852-9.7% |
| Participation rate | 57.7% | 73.3%-15.7pp | 79.8%-22.1pp | 69.6%-11.9pp |
| Annual return | 12.35% | 61.85%-49.5pp | 45.09%-32.7pp | 31.72%-19.4pp |
| Employer contribution / active EE | $2,249 | $2,384-5.7% | $3,919-42.6% | $2,471-9.0% |
| Participant deferral / active EE | $3,709 | $3,734-0.7% | $5,047-26.5% | $3,740-0.8% |
| Admin fee / account holder | $11,938 | $6,321+88.9% | $8,929+33.7% | $5,306+125.0% |