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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 | $56,299 | $88,672-36.5% | $105,223-46.5% | $82,448-31.7% |
| Participation rate | 67.7% | 67.9%-0.2pp | 75.0%-7.3pp | 68.1%-0.3pp |
| Annual return | 19.33% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,685 | $3,048-11.9% | $3,689-27.2% | $2,551+5.2% |
| Participant deferral / active EE | $5,632 | $4,036+39.6% | $5,072+11.1% | $4,139+36.1% |
| Admin fee / account holder | $4,372 | $7,146-38.8% | $8,859-50.6% | $7,234-39.6% |