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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 | $76,257 | $89,259-14.6% | $107,187-28.9% | $82,637-7.7% |
| Participation rate | 62.5% | 67.9%-5.4pp | 75.0%-12.5pp | 68.1%-5.6pp |
| Annual return | 13.96% | 21.02%-7.1pp | 204.55%-190.6pp | 53.51%-39.5pp |
| Employer contribution / active EE | $2,782 | $3,080-9.7% | $3,782-26.4% | $2,552+9.0% |
| Participant deferral / active EE | $6,566 | $4,037+62.6% | $5,096+28.8% | $4,126+59.1% |
| Admin fee / account holder | $2,453 | $7,381-66.8% | $9,162-73.2% | $7,339-66.6% |