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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 | $89,259-8.1% | $107,187-23.5% | $82,637-0.8% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | 14.47% | 21.02%-6.6pp | 204.55%-190.1pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,915 | $3,080-37.8% | $3,782-49.4% | $2,552-25.0% |
| Participant deferral / active EE | $4,180 | $4,037+3.5% | $5,096-18.0% | $4,126+1.3% |
| Admin fee / account holder | $6,475 | $7,381-12.3% | $9,162-29.3% | $7,339-11.8% |