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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 | $88,672-11.8% | $105,223-25.7% | $82,448-5.2% |
| Participation rate | 57.7% | 67.9%-10.2pp | 75.0%-17.4pp | 68.1%-10.4pp |
| Annual return | 14.82% | 30.86%-16.0pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,108 | $3,048-30.8% | $3,689-42.8% | $2,551-17.4% |
| Participant deferral / active EE | $5,537 | $4,036+37.2% | $5,072+9.2% | $4,139+33.8% |
| Admin fee / account holder | $12,270 | $7,146+71.7% | $8,859+38.5% | $7,234+69.6% |