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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 | $101,950-16.7% | $125,529-32.3% | $86,983-2.3% |
| Participation rate | 61.5% | 70.2%-8.6pp | 74.7%-13.2pp | 69.5%-8.0pp |
| Annual return | 17.00% | 18.29%-1.3pp | 202.56%-185.6pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,639 | $2,358-30.5% | $3,058-46.4% | $2,584-36.6% |
| Participant deferral / active EE | $3,863 | $3,8620% | $4,813-19.7% | $4,194-7.9% |
| Admin fee / account holder | $9,076 | $12,791-29.0% | $16,298-44.3% | $7,856+15.5% |