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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 | $78,305 | $81,208-3.6% | $98,920-20.8% | $79,852-1.9% |
| Participation rate | 59.1% | 72.5%-13.4pp | 76.0%-16.9pp | 69.6%-10.5pp |
| Annual return | 10.35% | 60.99%-50.6pp | 196.47%-186.1pp | 31.72%-21.4pp |
| Employer contribution / active EE | $501 | $1,960-74.4% | $2,689-81.4% | $2,471-79.7% |
| Participant deferral / active EE | $2,672 | $3,265-18.2% | $4,245-37.1% | $3,740-28.6% |
| Admin fee / account holder | $9,451 | $6,013+57.2% | $6,643+42.3% | $5,306+78.1% |