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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 | $59,341 | $88,672-33.1% | $105,223-43.6% | $82,448-28.0% |
| Participation rate | 63.2% | 67.9%-4.8pp | 75.0%-11.9pp | 68.1%-4.9pp |
| Annual return | 17.17% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,373 | $3,048-22.2% | $3,689-35.7% | $2,551-7.0% |
| Participant deferral / active EE | $4,782 | $4,036+18.5% | $5,072-5.7% | $4,139+15.5% |
| Admin fee / account holder | $4,802 | $7,146-32.8% | $8,859-45.8% | $7,234-33.6% |