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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 | $88,929 | $114,013-22.0% | $103,693-14.2% | $155,188-42.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 16.66% | 49.31%-32.6pp | 47.61%-30.9pp | 148.84%-132.2pp |
| Employer contribution / active EE | $3,051 | $3,131-2.6% | $2,920+4.5% | $4,248-28.2% |
| Participant deferral / active EE | $7,411 | $4,970+49.1% | $4,579+61.8% | $6,531+13.5% |
| Admin fee / account holder | $376 | $8,407-95.5% | $7,858-95.2% | $14,480-97.4% |