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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 | $80,006 | $225,673-64.5% | $203,872-60.8% | $155,188-48.4% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 15.29% | 95.91%-80.6pp | 85.11%-69.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $4,286 | $4,099+4.6% | $3,757+14.1% | $4,248+0.9% |
| Participant deferral / active EE | $7,998 | $6,893+16.0% | $6,388+25.2% | $6,531+22.5% |
| Admin fee / account holder | $7,162 | $12,327-41.9% | $11,730-38.9% | $14,480-50.5% |