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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 | $68,397 | $101,618-32.7% | $93,063-26.5% | $137,256-50.2% |
| Participation rate | 58.8% | 74.9%-16.1pp | 72.1%-13.3pp | 80.0%-21.1pp |
| Annual return | 17.33% | 223.95%-206.6pp | 34.15%-16.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,710 | $2,707+0.1% | $2,476+9.5% | $4,156-34.8% |
| Participant deferral / active EE | $5,544 | $4,279+29.6% | $3,958+40.1% | $6,407-13.5% |
| Admin fee / account holder | $1,004 | $6,198-83.8% | $6,033-83.4% | $12,270-91.8% |