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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 | $94,436-18.6% | $115,599-33.5% | $82,637-7.0% |
| Participation rate | 55.3% | 70.4%-15.1pp | 74.3%-19.0pp | 68.1%-12.7pp |
| Annual return | 14.50% | 18.37%-3.9pp | 111.10%-96.6pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,918 | $2,324-17.4% | $2,955-35.1% | $2,552-24.8% |
| Participant deferral / active EE | $3,903 | $3,955-1.3% | $4,889-20.2% | $4,126-5.4% |
| Admin fee / account holder | $9,654 | $10,328-6.5% | $12,841-24.8% | $7,339+31.5% |