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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 | $73,509 | $88,672-17.1% | $105,223-30.1% | $82,448-10.8% |
| Participation rate | 61.0% | 67.9%-6.9pp | 75.0%-14.1pp | 68.1%-7.1pp |
| Annual return | 14.81% | 30.86%-16.0pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,596 | $3,048-47.6% | $3,689-56.7% | $2,551-37.4% |
| Participant deferral / active EE | $3,861 | $4,036-4.3% | $5,072-23.9% | $4,139-6.7% |
| Admin fee / account holder | $8,825 | $7,146+23.5% | $8,859-0.4% | $7,234+22.0% |