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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 | $78,174 | $89,259-12.4% | $107,187-27.1% | $82,637-5.4% |
| Participation rate | 57.7% | 67.9%-10.2pp | 75.0%-17.3pp | 68.1%-10.4pp |
| Annual return | 14.82% | 21.02%-6.2pp | 204.55%-189.7pp | 53.51%-38.7pp |
| Employer contribution / active EE | $2,108 | $3,080-31.5% | $3,782-44.3% | $2,552-17.4% |
| Participant deferral / active EE | $5,537 | $4,037+37.1% | $5,096+8.7% | $4,126+34.2% |
| Admin fee / account holder | $12,270 | $7,381+66.2% | $9,162+33.9% | $7,339+67.2% |