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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 | $70,025 | $88,672-21.0% | $105,223-33.5% | $82,448-15.1% |
| Participation rate | 53.6% | 67.9%-14.4pp | 75.0%-21.5pp | 68.1%-14.5pp |
| Annual return | 13.45% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,005 | $3,048-34.2% | $3,689-45.6% | $2,551-21.4% |
| Participant deferral / active EE | $3,612 | $4,036-10.5% | $5,072-28.8% | $4,139-12.8% |
| Admin fee / account holder | $1,247 | $7,146-82.6% | $8,859-85.9% | $7,234-82.8% |