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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 | $76,190 | $114,013-33.2% | $103,693-26.5% | $155,188-50.9% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.4pp | 80.8%-11.6pp |
| Annual return | 14.03% | 49.31%-35.3pp | 47.61%-33.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $2,608 | $3,131-16.7% | $2,920-10.7% | $4,248-38.6% |
| Participant deferral / active EE | $6,888 | $4,970+38.6% | $4,579+50.4% | $6,531+5.5% |
| Admin fee / account holder | $5,053 | $8,407-39.9% | $7,858-35.7% | $14,480-65.1% |