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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 | $89,259-17.8% | $107,187-31.5% | $82,637-11.2% |
| Participation rate | 58.7% | 67.9%-9.2pp | 75.0%-16.3pp | 68.1%-9.3pp |
| Annual return | 18.22% | 21.02%-2.8pp | 204.55%-186.3pp | 53.51%-35.3pp |
| Employer contribution / active EE | $2,305 | $3,080-25.2% | $3,782-39.1% | $2,552-9.7% |
| Participant deferral / active EE | $5,363 | $4,037+32.8% | $5,096+5.2% | $4,126+30.0% |
| Admin fee / account holder | $3,385 | $7,381-54.1% | $9,162-63.1% | $7,339-53.9% |