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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 | $68,831 | $87,106-21.0% | $105,607-34.8% | $80,935-15.0% |
| Participation rate | 65.4% | 70.4%-5.1pp | 75.3%-9.9pp | 67.7%-2.3pp |
| Annual return | 15.47% | 17.01%-1.5pp | 116.11%-100.6pp | 35.66%-20.2pp |
| Employer contribution / active EE | $2,005 | $2,396-16.3% | $3,167-36.7% | $2,757-27.3% |
| Participant deferral / active EE | $5,195 | $3,986+30.3% | $5,011+3.7% | $4,299+20.8% |
| Admin fee / account holder | $17,424 | $8,447+106.3% | $10,958+59.0% | $6,924+151.6% |