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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 | $64,494 | $73,107-11.8% | $114,563-43.7% | $87,485-26.3% |
| Participation rate | 61.9% | 65.8%-3.9pp | 72.9%-11.0pp | 68.9%-7.0pp |
| Annual return | 15.49% | 19.47%-4.0pp | 241.09%-225.6pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,815 | $1,881-3.5% | $2,592-30.0% | $2,596-30.1% |
| Participant deferral / active EE | $3,659 | $3,144+16.4% | $4,142-11.7% | $4,274-14.4% |
| Admin fee / account holder | $2,398 | $5,770-58.4% | $7,623-68.5% | $7,775-69.2% |