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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 | $73,399 | $88,672-17.2% | $105,223-30.2% | $82,448-11.0% |
| Participation rate | 58.7% | 67.9%-9.2pp | 75.0%-16.3pp | 68.1%-9.3pp |
| Annual return | 18.22% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,305 | $3,048-24.4% | $3,689-37.5% | $2,551-9.6% |
| Participant deferral / active EE | $5,363 | $4,036+32.9% | $5,072+5.8% | $4,139+29.6% |
| Admin fee / account holder | $3,385 | $7,146-52.6% | $8,859-61.8% | $7,234-53.2% |