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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 | $70,253 | $114,013-38.4% | $103,693-32.2% | $155,188-54.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 19.41% | 49.31%-29.9pp | 47.61%-28.2pp | 148.84%-129.4pp |
| Employer contribution / active EE | $2,059 | $3,131-34.2% | $2,920-29.5% | $4,248-51.5% |
| Participant deferral / active EE | $6,035 | $4,970+21.4% | $4,579+31.8% | $6,531-7.6% |
| Admin fee / account holder | $3,898 | $8,407-53.6% | $7,858-50.4% | $14,480-73.1% |