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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 | $89,259-11.5% | $107,187-26.3% | $82,637-4.4% |
| Participation rate | 65.5% | 67.9%-2.4pp | 75.0%-9.5pp | 68.1%-2.5pp |
| Annual return | 12.93% | 21.02%-8.1pp | 204.55%-191.6pp | 53.51%-40.6pp |
| Employer contribution / active EE | $2,709 | $3,080-12.1% | $3,782-28.4% | $2,552+6.1% |
| Participant deferral / active EE | $5,676 | $4,037+40.6% | $5,096+11.4% | $4,126+37.6% |
| Admin fee / account holder | $11,836 | $7,381+60.4% | $9,162+29.2% | $7,339+61.3% |