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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 | $79,165 | $89,367-11.4% | $141,191-43.9% | $72,975+8.5% |
| Participation rate | 69.1% | 75.1%-6.0pp | 82.5%-13.4pp | 69.5%-0.4pp |
| Annual return | 26.67% | 111.87%-85.2pp | 71.41%-44.7pp | 81.01%-54.3pp |
| Employer contribution / active EE | $3,156 | $3,115+1.3% | $4,736-33.4% | $2,440+29.3% |
| Participant deferral / active EE | $7,533 | $5,419+39.0% | $6,710+12.3% | $3,608+108.8% |
| Admin fee / account holder | $2,400 | $5,957-59.7% | $10,264-76.6% | $5,124-53.2% |