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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 | $75,167 | $78,690-4.5% | $161,489-53.5% | $87,485-14.1% |
| Participation rate | 52.1% | 67.5%-15.4pp | 78.7%-26.6pp | 68.9%-16.8pp |
| Annual return | 20.25% | 32.74%-12.5pp | 89.72%-69.5pp | 26.06%-5.8pp |
| Employer contribution / active EE | $2,037 | $2,588-21.3% | $4,268-52.3% | $2,596-21.5% |
| Participant deferral / active EE | $4,939 | $3,311+49.2% | $5,630-12.3% | $4,274+15.6% |
| Admin fee / account holder | $8,605 | $6,724+28.0% | $16,006-46.2% | $7,775+10.7% |