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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 | $79,766 | $89,259-10.6% | $107,187-25.6% | $82,637-3.5% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 17.03% | 21.02%-4.0pp | 204.55%-187.5pp | 53.51%-36.5pp |
| Employer contribution / active EE | $2,132 | $3,080-30.8% | $3,782-43.6% | $2,552-16.5% |
| Participant deferral / active EE | $5,410 | $4,037+34.0% | $5,096+6.2% | $4,126+31.1% |
| Admin fee / account holder | $4,738 | $7,381-35.8% | $9,162-48.3% | $7,339-35.4% |