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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 | $83,097 | $88,672-6.3% | $105,223-21.0% | $82,448+0.8% |
| Participation rate | 53.8% | 67.9%-14.2pp | 75.0%-21.3pp | 68.1%-14.3pp |
| Annual return | 14.49% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,519 | $3,048-17.4% | $3,689-31.7% | $2,551-1.3% |
| Participant deferral / active EE | $3,782 | $4,036-6.3% | $5,072-25.4% | $4,139-8.6% |
| Admin fee / account holder | $6,018 | $7,146-15.8% | $8,859-32.1% | $7,234-16.8% |