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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 | $78,989 | $88,672-10.9% | $105,223-24.9% | $82,448-4.2% |
| Participation rate | 65.5% | 67.9%-2.4pp | 75.0%-9.5pp | 68.1%-2.6pp |
| Annual return | 12.93% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,709 | $3,048-11.1% | $3,689-26.6% | $2,551+6.2% |
| Participant deferral / active EE | $5,676 | $4,036+40.6% | $5,072+11.9% | $4,139+37.1% |
| Admin fee / account holder | $11,836 | $7,146+65.6% | $8,859+33.6% | $7,234+63.6% |