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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 | $71,916 | $78,690-8.6% | $161,489-55.5% | $87,485-17.8% |
| Participation rate | 61.1% | 67.5%-6.4pp | 78.7%-17.6pp | 68.9%-7.8pp |
| Annual return | 19.15% | 32.74%-13.6pp | 89.72%-70.6pp | 26.06%-6.9pp |
| Employer contribution / active EE | $2,364 | $2,588-8.7% | $4,268-44.6% | $2,596-9.0% |
| Participant deferral / active EE | $4,673 | $3,311+41.1% | $5,630-17.0% | $4,274+9.3% |
| Admin fee / account holder | $5,512 | $6,724-18.0% | $16,006-65.6% | $7,775-29.1% |