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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 | $47,589 | $88,672-46.3% | $105,223-54.8% | $82,448-42.3% |
| Participation rate | 65.4% | 67.9%-2.5pp | 75.0%-9.7pp | 68.1%-2.7pp |
| Annual return | 19.14% | 30.86%-11.7pp | 180.65%-161.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,495 | $3,048-18.1% | $3,689-32.4% | $2,551-2.2% |
| Participant deferral / active EE | $7,156 | $4,036+77.3% | $5,072+41.1% | $4,139+72.9% |
| Admin fee / account holder | $6,305 | $7,146-11.8% | $8,859-28.8% | $7,234-12.9% |