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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 | $64,181 | $89,259-28.1% | $107,187-40.1% | $82,637-22.3% |
| Participation rate | 68.6% | 67.9%+0.7pp | 75.0%-6.4pp | 68.1%+0.6pp |
| Annual return | 16.90% | 21.02%-4.1pp | 204.55%-187.7pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,811 | $3,080-41.2% | $3,782-52.1% | $2,552-29.1% |
| Participant deferral / active EE | $4,266 | $4,037+5.7% | $5,096-16.3% | $4,126+3.4% |
| Admin fee / account holder | $6,825 | $7,381-7.5% | $9,162-25.5% | $7,339-7.0% |