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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 | $83,954 | $87,106-3.6% | $105,607-20.5% | $80,935+3.7% |
| Participation rate | 59.4% | 70.4%-11.0pp | 75.3%-15.9pp | 67.7%-8.2pp |
| Annual return | 14.94% | 17.01%-2.1pp | 116.11%-101.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,800 | $2,396-24.9% | $3,167-43.2% | $2,757-34.7% |
| Participant deferral / active EE | $4,016 | $3,986+0.8% | $5,011-19.9% | $4,299-6.6% |
| Admin fee / account holder | $2,079 | $8,447-75.4% | $10,958-81.0% | $6,924-70.0% |