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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 | $69,914 | $138,312-49.5% | $122,979-43.1% | $155,188-54.9% |
| Participation rate | 60.0% | 80.2%-20.2pp | 77.2%-17.2pp | 80.8%-20.8pp |
| Annual return | 14.37% | 22.06%-7.7pp | 20.12%-5.7pp | 148.84%-134.5pp |
| Employer contribution / active EE | $5,169 | $3,530+46.4% | $3,062+68.8% | $4,248+21.7% |
| Participant deferral / active EE | $8,421 | $5,592+50.6% | $5,003+68.3% | $6,531+28.9% |
| Admin fee / account holder | $1,849 | $15,089-87.7% | $12,864-85.6% | $14,480-87.2% |