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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 | $78,719 | $88,672-11.2% | $105,223-25.2% | $82,448-4.5% |
| Participation rate | 60.7% | 67.9%-7.2pp | 75.0%-14.3pp | 68.1%-7.4pp |
| Annual return | 15.10% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,834 | $3,048-7.0% | $3,689-23.2% | $2,551+11.1% |
| Participant deferral / active EE | $4,869 | $4,036+20.6% | $5,072-4.0% | $4,139+17.6% |
| Admin fee / account holder | $12,328 | $7,146+72.5% | $8,859+39.2% | $7,234+70.4% |