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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 | $79,610 | $90,400-11.9% | $186,193-57.2% | $87,485-9.0% |
| Participation rate | 61.3% | 66.2%-4.9pp | 77.1%-15.8pp | 68.9%-7.6pp |
| Annual return | 18.01% | 22.15%-4.1pp | 78.03%-60.0pp | 26.06%-8.0pp |
| Employer contribution / active EE | $2,593 | $2,170+19.5% | $3,918-33.8% | $2,596-0.1% |
| Participant deferral / active EE | $6,745 | $4,330+55.8% | $6,513+3.6% | $4,274+57.8% |
| Admin fee / account holder | $2,000 | $8,673-76.9% | $11,058-81.9% | $7,775-74.3% |