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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 | $93,345-11.0% | $119,126-30.2% | $87,485-5.0% |
| Participation rate | 53.8% | 68.7%-15.0pp | 75.8%-22.0pp | 68.9%-15.2pp |
| Annual return | 14.49% | 19.08%-4.6pp | 282.11%-267.6pp | 26.06%-11.6pp |
| Employer contribution / active EE | $2,519 | $3,172-20.6% | $4,034-37.5% | $2,596-3.0% |
| Participant deferral / active EE | $3,782 | $4,099-7.7% | $5,318-28.9% | $4,274-11.5% |
| Admin fee / account holder | $6,018 | $8,039-25.1% | $10,693-43.7% | $7,775-22.6% |