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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 | $65,148 | $89,259-27.0% | $107,187-39.2% | $82,637-21.2% |
| Participation rate | 64.3% | 67.9%-3.6pp | 75.0%-10.7pp | 68.1%-3.8pp |
| Annual return | 15.97% | 21.02%-5.0pp | 204.55%-188.6pp | 53.51%-37.5pp |
| Employer contribution / active EE | $2,328 | $3,080-24.4% | $3,782-38.5% | $2,552-8.8% |
| Participant deferral / active EE | $4,124 | $4,037+2.2% | $5,096-19.1% | $4,1260% |
| Admin fee / account holder | $3,992 | $7,381-45.9% | $9,162-56.4% | $7,339-45.6% |