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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 | $80,761 | $89,259-9.5% | $107,187-24.7% | $82,637-2.3% |
| Participation rate | 60.7% | 67.9%-7.3pp | 75.0%-14.4pp | 68.1%-7.4pp |
| Annual return | 17.17% | 21.02%-3.9pp | 204.55%-187.4pp | 53.51%-36.3pp |
| Employer contribution / active EE | $2,492 | $3,080-19.1% | $3,782-34.1% | $2,552-2.4% |
| Participant deferral / active EE | $6,094 | $4,037+50.9% | $5,096+19.6% | $4,126+47.7% |
| Admin fee / account holder | $2,198 | $7,381-70.2% | $9,162-76.0% | $7,339-70.1% |