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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 | $78,637 | $88,672-11.3% | $105,223-25.3% | $82,448-4.6% |
| Participation rate | 53.7% | 67.9%-14.2pp | 75.0%-21.3pp | 68.1%-14.4pp |
| Annual return | 15.17% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,199 | $3,048-60.7% | $3,689-67.5% | $2,551-53.0% |
| Participant deferral / active EE | $5,277 | $4,036+30.8% | $5,072+4.1% | $4,139+27.5% |
| Admin fee / account holder | $2,267 | $7,146-68.3% | $8,859-74.4% | $7,234-68.7% |