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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 | $96,731-14.1% | $123,973-33.0% | $86,983-4.5% |
| Participation rate | 53.8% | 70.0%-16.3pp | 76.7%-22.9pp | 69.5%-15.8pp |
| Annual return | 14.49% | 17.33%-2.8pp | 388.13%-373.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $2,519 | $3,297-23.6% | $4,126-38.9% | $2,584-2.5% |
| Participant deferral / active EE | $3,782 | $4,152-8.9% | $5,247-27.9% | $4,194-9.8% |
| Admin fee / account holder | $6,018 | $8,722-31.0% | $11,799-49.0% | $7,856-23.4% |