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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 | $76,886 | $94,031-18.2% | $115,768-33.6% | $82,448-6.7% |
| Participation rate | 55.3% | 70.4%-15.1pp | 74.4%-19.1pp | 68.1%-12.7pp |
| Annual return | 14.50% | 20.61%-6.1pp | 100.46%-86.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,918 | $2,323-17.4% | $2,940-34.7% | $2,551-24.8% |
| Participant deferral / active EE | $3,903 | $3,972-1.7% | $4,917-20.6% | $4,139-5.7% |
| Admin fee / account holder | $9,654 | $10,249-5.8% | $12,439-22.4% | $7,234+33.4% |