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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 | $66,365 | $88,672-25.2% | $105,223-36.9% | $82,448-19.5% |
| Participation rate | 68.4% | 67.9%+0.5pp | 75.0%-6.6pp | 68.1%+0.4pp |
| Annual return | 15.46% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,770 | $3,048-9.1% | $3,689-24.9% | $2,551+8.6% |
| Participant deferral / active EE | $5,880 | $4,036+45.7% | $5,072+15.9% | $4,139+42.1% |
| Admin fee / account holder | $2,924 | $7,146-59.1% | $8,859-67.0% | $7,234-59.6% |