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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 | $93,302 | $127,386-26.8% | $115,037-18.9% | $125,388-25.6% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -0.20% | 31.28%-31.5pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $4,065 | $5,166-21.3% | $4,608-11.8% | $4,866-16.5% |
| Participant deferral / active EE | $7,056 | $6,423+9.9% | $6,026+17.1% | $5,352+31.8% |
| Admin fee / account holder | $4,690 | $9,516-50.7% | $8,175-42.6% | $9,541-50.8% |