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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 | $69,485 | $98,766-29.6% | $149,730-53.6% | $79,852-13.0% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 17.81% | 27.43%-9.6pp | 276.70%-258.9pp | 31.72%-13.9pp |
| Employer contribution / active EE | $2,935 | $3,217-8.8% | $4,645-36.8% | $2,471+18.8% |
| Participant deferral / active EE | $4,161 | $5,681-26.8% | $6,843-39.2% | $3,740+11.2% |
| Admin fee / account holder | $8,796 | $6,052+45.3% | $9,310-5.5% | $5,306+65.8% |