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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 | $67,280 | $88,672-24.1% | $105,223-36.1% | $82,448-18.4% |
| Participation rate | 64.1% | 67.9%-3.8pp | 75.0%-10.9pp | 68.1%-4.0pp |
| Annual return | 18.37% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,020 | $3,048-33.7% | $3,689-45.2% | $2,551-20.8% |
| Participant deferral / active EE | $4,002 | $4,036-0.8% | $5,072-21.1% | $4,139-3.3% |
| Admin fee / account holder | $2,065 | $7,146-71.1% | $8,859-76.7% | $7,234-71.4% |