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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 | $76,950 | $81,208-5.2% | $98,916-22.2% | $79,858-3.6% |
| Participation rate | 59.2% | 72.5%-13.3pp | 76.0%-16.8pp | 69.6%-10.5pp |
| Annual return | 13.64% | 60.99%-47.3pp | 196.45%-182.8pp | 31.72%-18.1pp |
| Employer contribution / active EE | $833 | $1,960-57.5% | $2,689-69.0% | $2,471-66.3% |
| Participant deferral / active EE | $2,125 | $3,265-34.9% | $4,245-49.9% | $3,740-43.2% |
| Admin fee / account holder | $6,729 | $6,013+11.9% | $6,642+1.3% | $5,306+26.8% |