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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 | $78,742 | $88,672-11.2% | $105,223-25.2% | $82,448-4.5% |
| Participation rate | 65.6% | 67.9%-2.4pp | 75.0%-9.5pp | 68.1%-2.5pp |
| Annual return | 20.02% | 30.86%-10.8pp | 180.65%-160.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $2,895 | $3,048-5.0% | $3,689-21.5% | $2,551+13.5% |
| Participant deferral / active EE | $5,463 | $4,036+35.4% | $5,072+7.7% | $4,139+32.0% |
| Admin fee / account holder | $3,450 | $7,146-51.7% | $8,859-61.1% | $7,234-52.3% |