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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 | $87,360 | $89,259-2.1% | $107,187-18.5% | $82,637+5.7% |
| Participation rate | 65.8% | 67.9%-2.1pp | 75.0%-9.2pp | 68.1%-2.3pp |
| Annual return | 16.83% | 21.02%-4.2pp | 204.55%-187.7pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,543 | $3,080-49.9% | $3,782-59.2% | $2,552-39.5% |
| Participant deferral / active EE | $3,475 | $4,037-13.9% | $5,096-31.8% | $4,126-15.8% |
| Admin fee / account holder | $5,659 | $7,381-23.3% | $9,162-38.2% | $7,339-22.9% |