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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 | $88,624 | $211,239-58.0% | $178,528-50.4% | $145,877-39.2% |
| Participation rate | 68.8% | 80.8%-12.0pp | 77.1%-8.4pp | 80.3%-11.6pp |
| Annual return | 10.83% | 30.22%-19.4pp | 27.11%-16.3pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,660 | $4,570-41.8% | $3,950-32.7% | $4,663-43.0% |
| Participant deferral / active EE | $5,660 | $6,963-18.7% | $6,278-9.8% | $6,691-15.4% |
| Admin fee / account holder | $1,286 | $12,095-89.4% | $10,419-87.7% | $13,402-90.4% |