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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 | $81,994 | $88,672-7.5% | $105,223-22.1% | $82,448-0.6% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | 14.47% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,915 | $3,048-37.2% | $3,689-48.1% | $2,551-24.9% |
| Participant deferral / active EE | $4,180 | $4,036+3.6% | $5,072-17.6% | $4,139+1.0% |
| Admin fee / account holder | $6,475 | $7,146-9.4% | $8,859-26.9% | $7,234-10.5% |