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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 | $69,933 | $91,086-23.2% | $203,872-65.7% | $86,983-19.6% |
| Participation rate | 62.1% | 65.8%-3.8pp | 77.8%-15.7pp | 69.5%-7.5pp |
| Annual return | 19.76% | 22.30%-2.5pp | 85.11%-65.3pp | 25.83%-6.1pp |
| Employer contribution / active EE | $2,485 | $2,063+20.5% | $3,757-33.9% | $2,584-3.8% |
| Participant deferral / active EE | $7,577 | $4,019+88.6% | $6,388+18.6% | $4,194+80.7% |
| Admin fee / account holder | $3,694 | $8,987-58.9% | $11,730-68.5% | $7,856-53.0% |