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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 | $85,161 | $89,259-4.6% | $107,187-20.5% | $82,637+3.1% |
| Participation rate | 62.5% | 67.9%-5.4pp | 75.0%-12.5pp | 68.1%-5.6pp |
| Annual return | 19.53% | 21.02%-1.5pp | 204.55%-185.0pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,704 | $3,080-44.7% | $3,782-54.9% | $2,552-33.2% |
| Participant deferral / active EE | $4,050 | $4,037+0.3% | $5,096-20.5% | $4,126-1.8% |
| Admin fee / account holder | $729 | $7,381-90.1% | $9,162-92.0% | $7,339-90.1% |