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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 | $81,677 | $89,367-8.6% | $141,191-42.2% | $72,975+11.9% |
| Participation rate | 64.1% | 75.1%-11.0pp | 82.5%-18.4pp | 69.5%-5.4pp |
| Annual return | 27.51% | 111.87%-84.4pp | 71.41%-43.9pp | 81.01%-53.5pp |
| Employer contribution / active EE | $3,444 | $3,115+10.6% | $4,736-27.3% | $2,440+41.2% |
| Participant deferral / active EE | $6,603 | $5,419+21.9% | $6,710-1.6% | $3,608+83.0% |
| Admin fee / account holder | $1,654 | $5,957-72.2% | $10,264-83.9% | $5,124-67.7% |