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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 | $67,557 | $89,259-24.3% | $107,187-37.0% | $82,637-18.2% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 14.20% | 21.02%-6.8pp | 204.55%-190.3pp | 53.51%-39.3pp |
| Employer contribution / active EE | $4,805 | $3,080+56.0% | $3,782+27.1% | $2,552+88.3% |
| Participant deferral / active EE | $4,086 | $4,037+1.2% | $5,096-19.8% | $4,126-1.0% |
| Admin fee / account holder | $11,271 | $7,381+52.7% | $9,162+23.0% | $7,339+53.6% |