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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 | $65,473 | $89,259-26.6% | $107,187-38.9% | $82,637-20.8% |
| Participation rate | 68.0% | 67.9%+0.1pp | 75.0%-7.0pp | 68.1%-0.1pp |
| Annual return | 14.22% | 21.02%-6.8pp | 204.55%-190.3pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,521 | $3,080-50.6% | $3,782-59.8% | $2,552-40.4% |
| Participant deferral / active EE | $2,599 | $4,037-35.6% | $5,096-49.0% | $4,126-37.0% |
| Admin fee / account holder | $9,076 | $7,381+23.0% | $9,162-0.9% | $7,339+23.7% |