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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 | $66,617 | $123,155-45.9% | $108,753-38.7% | $155,188-57.1% |
| Participation rate | 60.0% | 75.6%-15.6pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 22.28% | 44.73%-22.4pp | 37.47%-15.2pp | 148.84%-126.6pp |
| Employer contribution / active EE | $5,437 | $2,811+93.4% | $2,427+124.1% | $4,248+28.0% |
| Participant deferral / active EE | $8,656 | $4,623+87.2% | $4,115+110.4% | $6,531+32.5% |
| Admin fee / account holder | $6,057 | $12,126-50.1% | $10,320-41.3% | $14,480-58.2% |