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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 | $123,993 | $78,690+57.6% | $161,489-23.2% | $87,485+41.7% |
| Participation rate | 57.5% | 67.5%-10.0pp | 78.7%-21.2pp | 68.9%-11.4pp |
| Annual return | 18.94% | 32.74%-13.8pp | 89.72%-70.8pp | 26.06%-7.1pp |
| Employer contribution / active EE | $2,168 | $2,588-16.2% | $4,268-49.2% | $2,596-16.5% |
| Participant deferral / active EE | $4,114 | $3,311+24.3% | $5,630-26.9% | $4,274-3.7% |
| Admin fee / account holder | $5,291 | $6,724-21.3% | $16,006-66.9% | $7,775-31.9% |