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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 | $74,769 | $114,013-34.4% | $103,693-27.9% | $155,188-51.8% |
| Participation rate | 55.0% | 75.2%-20.2pp | 72.6%-17.6pp | 80.8%-25.8pp |
| Annual return | 18.60% | 49.31%-30.7pp | 47.61%-29.0pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,995 | $3,131-36.3% | $2,920-31.7% | $4,248-53.0% |
| Participant deferral / active EE | $6,321 | $4,970+27.2% | $4,579+38.0% | $6,531-3.2% |
| Admin fee / account holder | $1,086 | $8,407-87.1% | $7,858-86.2% | $14,480-92.5% |