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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 | $76,908 | $78,690-2.3% | $161,489-52.4% | $87,485-12.1% |
| Participation rate | 43.1% | 67.5%-24.3pp | 78.7%-35.6pp | 68.9%-25.8pp |
| Annual return | 17.83% | 32.74%-14.9pp | 89.72%-71.9pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,967 | $2,588+14.6% | $4,268-30.5% | $2,596+14.3% |
| Participant deferral / active EE | $5,779 | $3,311+74.5% | $5,630+2.6% | $4,274+35.2% |
| Admin fee / account holder | $13,313 | $6,724+98.0% | $16,006-16.8% | $7,775+71.2% |