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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 | $73,556 | $78,705-6.5% | $117,860-37.6% | $70,124+4.9% |
| Participation rate | 66.7% | 73.2%-6.5pp | 79.7%-13.0pp | 69.5%-2.9pp |
| Annual return | 13.28% | 23.30%-10.0pp | 335.10%-321.8pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,414 | $2,223+8.6% | $3,786-36.2% | $2,342+3.1% |
| Participant deferral / active EE | $3,268 | $3,297-0.9% | $4,482-27.1% | $3,332-1.9% |
| Admin fee / account holder | $2,635 | $5,065-48.0% | $8,021-67.1% | $4,645-43.3% |