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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 | $65,501 | $88,672-26.1% | $105,223-37.8% | $82,448-20.6% |
| Participation rate | 59.6% | 67.9%-8.3pp | 75.0%-15.4pp | 68.1%-8.5pp |
| Annual return | 17.03% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,435 | $3,048-20.1% | $3,689-34.0% | $2,551-4.5% |
| Participant deferral / active EE | $4,479 | $4,036+11.0% | $5,072-11.7% | $4,139+8.2% |
| Admin fee / account holder | $2,581 | $7,146-63.9% | $8,859-70.9% | $7,234-64.3% |