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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 | $71,417 | $88,672-19.5% | $105,223-32.1% | $82,448-13.4% |
| Participation rate | 59.0% | 67.9%-9.0pp | 75.0%-16.1pp | 68.1%-9.1pp |
| Annual return | 15.45% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,161 | $3,048+3.7% | $3,689-14.3% | $2,551+23.9% |
| Participant deferral / active EE | $6,093 | $4,036+51.0% | $5,072+20.1% | $4,139+47.2% |
| Admin fee / account holder | $2,141 | $7,146-70.0% | $8,859-75.8% | $7,234-70.4% |