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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 | $78,265 | $89,259-12.3% | $107,187-27.0% | $82,637-5.3% |
| Participation rate | 65.6% | 67.9%-2.4pp | 75.0%-9.4pp | 68.1%-2.5pp |
| Annual return | 17.45% | 21.02%-3.6pp | 204.55%-187.1pp | 53.51%-36.1pp |
| Employer contribution / active EE | $2,145 | $3,080-30.4% | $3,782-43.3% | $2,552-16.0% |
| Participant deferral / active EE | $3,206 | $4,037-20.6% | $5,096-37.1% | $4,126-22.3% |
| Admin fee / account holder | $1,940 | $7,381-73.7% | $9,162-78.8% | $7,339-73.6% |