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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 | $67,399 | $181,062-62.8% | $158,223-57.4% | $155,188-56.6% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 14.33% | 57.39%-43.1pp | 52.09%-37.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $2,039 | $4,565-55.3% | $4,109-50.4% | $4,248-52.0% |
| Participant deferral / active EE | $6,851 | $6,134+11.7% | $5,467+25.3% | $6,531+4.9% |
| Admin fee / account holder | $3,756 | $18,825-80.0% | $16,047-76.6% | $14,480-74.1% |