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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 | $80,916 | $88,672-8.7% | $105,223-23.1% | $82,448-1.9% |
| Participation rate | 67.6% | 67.9%-0.4pp | 75.0%-7.5pp | 68.1%-0.5pp |
| Annual return | 21.79% | 30.86%-9.1pp | 180.65%-158.9pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,432 | $3,048-53.0% | $3,689-61.2% | $2,551-43.9% |
| Participant deferral / active EE | $2,864 | $4,036-29.0% | $5,072-43.5% | $4,139-30.8% |
| Admin fee / account holder | $7,098 | $7,146-0.7% | $8,859-19.9% | $7,234-1.9% |