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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 | $78,287 | $88,672-11.7% | $105,223-25.6% | $82,448-5.0% |
| Participation rate | 66.0% | 67.9%-1.9pp | 75.0%-9.0pp | 68.1%-2.0pp |
| Annual return | 18.63% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,577 | $3,048-15.5% | $3,689-30.1% | $2,551+1.0% |
| Participant deferral / active EE | $3,225 | $4,036-20.1% | $5,072-36.4% | $4,139-22.1% |
| Admin fee / account holder | $1,824 | $7,146-74.5% | $8,859-79.4% | $7,234-74.8% |