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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 | $75,288 | $101,618-25.9% | $93,063-19.1% | $137,256-45.1% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 15.64% | 223.95%-208.3pp | 34.15%-18.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,780 | $2,707+2.7% | $2,476+12.3% | $4,156-33.1% |
| Participant deferral / active EE | $3,849 | $4,279-10.0% | $3,958-2.8% | $6,407-39.9% |
| Admin fee / account holder | $5,008 | $6,198-19.2% | $6,033-17.0% | $12,270-59.2% |