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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 | $79,859 | $89,259-10.5% | $107,187-25.5% | $82,637-3.4% |
| Participation rate | 53.2% | 67.9%-14.7pp | 75.0%-21.8pp | 68.1%-14.9pp |
| Annual return | 14.55% | 21.02%-6.5pp | 204.55%-190.0pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,790 | $3,080-41.9% | $3,782-52.7% | $2,552-29.9% |
| Participant deferral / active EE | $3,465 | $4,037-14.2% | $5,096-32.0% | $4,126-16.0% |
| Admin fee / account holder | $9,674 | $7,381+31.1% | $9,162+5.6% | $7,339+31.8% |