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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 | $92,405 | $107,421-14.0% | $182,262-49.3% | $94,015-1.7% |
| Participation rate | 65.9% | 77.8%-11.9pp | 84.2%-18.3pp | 70.8%-4.9pp |
| Annual return | 15.13% | 21.32%-6.2pp | 140.60%-125.5pp | 17.84%-2.7pp |
| Employer contribution / active EE | $3,583 | $3,448+3.9% | $5,046-29.0% | $2,790+28.4% |
| Participant deferral / active EE | $8,498 | $6,558+29.6% | $8,276+2.7% | $4,249+100.0% |
| Admin fee / account holder | $61,777 | $8,692+610.7% | $16,712+269.7% | $8,951+590.2% |