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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 | $80,140 | $89,259-10.2% | $107,187-25.2% | $82,637-3.0% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | 17.06% | 21.02%-4.0pp | 204.55%-187.5pp | 53.51%-36.4pp |
| Employer contribution / active EE | $3,114 | $3,080+1.1% | $3,782-17.7% | $2,552+22.0% |
| Participant deferral / active EE | $7,841 | $4,037+94.2% | $5,096+53.9% | $4,126+90.0% |
| Admin fee / account holder | $13,360 | $7,381+81.0% | $9,162+45.8% | $7,339+82.1% |