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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 | $73,516 | $96,731-24.0% | $123,973-40.7% | $86,983-15.5% |
| Participation rate | 69.0% | 70.0%-1.1pp | 76.7%-7.7pp | 69.5%-0.6pp |
| Annual return | 16.61% | 17.33%-0.7pp | 388.13%-371.5pp | 25.83%-9.2pp |
| Employer contribution / active EE | $2,454 | $3,297-25.6% | $4,126-40.5% | $2,584-5.0% |
| Participant deferral / active EE | $6,693 | $4,152+61.2% | $5,247+27.6% | $4,194+59.6% |
| Admin fee / account holder | $9,060 | $8,722+3.9% | $11,799-23.2% | $7,856+15.3% |