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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 | $79,512 | $88,672-10.3% | $105,223-24.4% | $82,448-3.6% |
| Participation rate | 60.3% | 67.9%-7.6pp | 75.0%-14.7pp | 68.1%-7.7pp |
| Annual return | 15.23% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,942 | $3,048-36.3% | $3,689-47.4% | $2,551-23.9% |
| Participant deferral / active EE | $3,981 | $4,036-1.4% | $5,072-21.5% | $4,139-3.8% |
| Admin fee / account holder | $1,362 | $7,146-80.9% | $8,859-84.6% | $7,234-81.2% |