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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 | $89,739 | $110,410-18.7% | $102,437-12.4% | $145,897-38.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 14.08% | 24.85%-10.8pp | 24.95%-10.9pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,093 | $4,217-50.4% | $3,871-45.9% | $4,663-55.1% |
| Participant deferral / active EE | $5,910 | $5,622+5.1% | $5,060+16.8% | $6,689-11.6% |
| Admin fee / account holder | $12,964 | $9,745+33.0% | $8,388+54.6% | $13,390-3.2% |