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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 | $61,184 | $88,672-31.0% | $105,223-41.9% | $82,448-25.8% |
| Participation rate | 58.8% | 67.9%-9.1pp | 75.0%-16.2pp | 68.1%-9.2pp |
| Annual return | 19.38% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,893 | $3,048-5.1% | $3,689-21.6% | $2,551+13.4% |
| Participant deferral / active EE | $5,877 | $4,036+45.6% | $5,072+15.9% | $4,139+42.0% |
| Admin fee / account holder | $5,176 | $7,146-27.6% | $8,859-41.6% | $7,234-28.5% |