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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 | $82,183 | $94,436-13.0% | $115,599-28.9% | $82,637-0.5% |
| Participation rate | 62.3% | 70.4%-8.2pp | 74.3%-12.0pp | 68.1%-5.8pp |
| Annual return | 13.09% | 18.37%-5.3pp | 111.10%-98.0pp | 53.51%-40.4pp |
| Employer contribution / active EE | $1,663 | $2,324-28.5% | $2,955-43.7% | $2,552-34.9% |
| Participant deferral / active EE | $3,446 | $3,955-12.9% | $4,889-29.5% | $4,126-16.5% |
| Admin fee / account holder | $2,332 | $10,328-77.4% | $12,841-81.8% | $7,339-68.2% |