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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 | $39,331 | $125,797-68.7% | $170,028-76.9% | $75,181-47.7% |
| Participation rate | 67.1% | 83.6%-16.5pp | 87.0%-19.9pp | 67.2%-0.1pp |
| Annual return | 15.15% | 27.20%-12.0pp | 53.39%-38.2pp | 160.69%-145.5pp |
| Employer contribution / active EE | $4,375 | $4,616-5.2% | $6,788-35.5% | $2,671+63.8% |
| Participant deferral / active EE | $6,626 | $6,838-3.1% | $10,409-36.3% | $4,126+60.6% |
| Admin fee / account holder | $8,162 | $8,177-0.2% | $12,820-36.3% | $5,650+44.5% |