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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 | $72,595 | $78,690-7.7% | $161,489-55.0% | $87,485-17.0% |
| Participation rate | 63.0% | 67.5%-4.5pp | 78.7%-15.7pp | 68.9%-6.0pp |
| Annual return | 17.67% | 32.74%-15.1pp | 89.72%-72.0pp | 26.06%-8.4pp |
| Employer contribution / active EE | $2,207 | $2,588-14.7% | $4,268-48.3% | $2,596-15.0% |
| Participant deferral / active EE | $5,161 | $3,311+55.9% | $5,630-8.3% | $4,274+20.8% |
| Admin fee / account holder | $652 | $6,724-90.3% | $16,006-95.9% | $7,775-91.6% |