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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 | $95,311 | $93,345+2.1% | $119,126-20.0% | $87,485+8.9% |
| Participation rate | 60.7% | 68.7%-8.0pp | 75.8%-15.0pp | 68.9%-8.2pp |
| Annual return | 18.76% | 19.08%-0.3pp | 282.11%-263.4pp | 26.06%-7.3pp |
| Employer contribution / active EE | $2,400 | $3,172-24.3% | $4,034-40.5% | $2,596-7.6% |
| Participant deferral / active EE | $3,892 | $4,099-5.0% | $5,318-26.8% | $4,274-8.9% |
| Admin fee / account holder | $2,020 | $8,039-74.9% | $10,693-81.1% | $7,775-74.0% |