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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 | $76,995 | $115,225-33.2% | $100,712-23.5% | $138,895-44.6% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 15.38% | 40.35%-25.0pp | 33.27%-17.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,514 | $2,771-9.3% | $2,313+8.7% | $4,194-40.1% |
| Participant deferral / active EE | $3,810 | $4,699-18.9% | $4,085-6.7% | $6,396-40.4% |
| Admin fee / account holder | $2,588 | $10,844-76.1% | $9,256-72.0% | $12,562-79.4% |