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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 | $67,486 | $89,259-24.4% | $107,187-37.0% | $82,637-18.3% |
| Participation rate | 53.8% | 67.9%-14.1pp | 75.0%-21.2pp | 68.1%-14.2pp |
| Annual return | 13.36% | 21.02%-7.7pp | 204.55%-191.2pp | 53.51%-40.1pp |
| Employer contribution / active EE | $1,994 | $3,080-35.3% | $3,782-47.3% | $2,552-21.9% |
| Participant deferral / active EE | $3,684 | $4,037-8.8% | $5,096-27.7% | $4,126-10.7% |
| Admin fee / account holder | $2,507 | $7,381-66.0% | $9,162-72.6% | $7,339-65.8% |