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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 | $78,625 | $88,672-11.3% | $105,223-25.3% | $82,448-4.6% |
| Participation rate | 38.7% | 67.9%-29.2pp | 75.0%-36.3pp | 68.1%-29.4pp |
| Annual return | 17.09% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,433 | $3,048-20.2% | $3,689-34.0% | $2,551-4.6% |
| Participant deferral / active EE | $5,758 | $4,036+42.7% | $5,072+13.5% | $4,139+39.1% |
| Admin fee / account holder | $3,073 | $7,146-57.0% | $8,859-65.3% | $7,234-57.5% |