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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 | $70,115 | $88,672-20.9% | $105,223-33.4% | $82,448-15.0% |
| Participation rate | 43.2% | 67.9%-24.7pp | 75.0%-31.9pp | 68.1%-24.9pp |
| Annual return | 15.83% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,243 | $3,048-26.4% | $3,689-39.2% | $2,551-12.1% |
| Participant deferral / active EE | $5,239 | $4,036+29.8% | $5,072+3.3% | $4,139+26.6% |
| Admin fee / account holder | $4,711 | $7,146-34.1% | $8,859-46.8% | $7,234-34.9% |