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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 | $78,823 | $83,369-5.5% | $105,223-25.1% | $67,986+15.9% |
| Participation rate | 65.1% | 56.3%+8.9pp | 75.0%-9.9pp | 57.2%+7.9pp |
| Annual return | 18.88% | 24.64%-5.8pp | 180.65%-161.8pp | 31.67%-12.8pp |
| Employer contribution / active EE | $629 | $2,541-75.2% | $3,689-82.9% | $2,019-68.8% |
| Participant deferral / active EE | $3,171 | $3,295-3.8% | $5,072-37.5% | $3,358-5.6% |
| Admin fee / account holder | $1,113 | $4,073-72.7% | $8,859-87.4% | $3,203-65.3% |