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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 | $84,970 | $97,648-13.0% | $121,663-30.2% | $87,485-2.9% |
| Participation rate | 61.5% | 70.5%-8.9pp | 74.5%-13.0pp | 68.9%-7.4pp |
| Annual return | 17.00% | 18.03%-1.0pp | 147.54%-130.5pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,639 | $2,300-28.7% | $3,020-45.7% | $2,596-36.9% |
| Participant deferral / active EE | $3,863 | $3,923-1.5% | $4,887-21.0% | $4,274-9.6% |
| Admin fee / account holder | $9,076 | $11,100-18.2% | $14,289-36.5% | $7,775+16.7% |