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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 | $80,140 | $93,345-14.1% | $119,126-32.7% | $87,485-8.4% |
| Participation rate | 61.5% | 68.7%-7.2pp | 75.8%-14.2pp | 68.9%-7.4pp |
| Annual return | 17.06% | 19.08%-2.0pp | 282.11%-265.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $3,114 | $3,172-1.8% | $4,034-22.8% | $2,596+20.0% |
| Participant deferral / active EE | $7,841 | $4,099+91.3% | $5,318+47.4% | $4,274+83.5% |
| Admin fee / account holder | $13,360 | $8,039+66.2% | $10,693+24.9% | $7,775+71.8% |