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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 | $59,683 | $89,259-33.1% | $107,187-44.3% | $82,637-27.8% |
| Participation rate | 63.8% | 67.9%-4.1pp | 75.0%-11.2pp | 68.1%-4.2pp |
| Annual return | 14.91% | 21.02%-6.1pp | 204.55%-189.6pp | 53.51%-38.6pp |
| Employer contribution / active EE | $2,293 | $3,080-25.6% | $3,782-39.4% | $2,552-10.2% |
| Participant deferral / active EE | $4,494 | $4,037+11.3% | $5,096-11.8% | $4,126+8.9% |
| Admin fee / account holder | $3,572 | $7,381-51.6% | $9,162-61.0% | $7,339-51.3% |