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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 | $78,406 | $89,259-12.2% | $107,187-26.9% | $82,637-5.1% |
| Participation rate | 57.4% | 67.9%-10.6pp | 75.0%-17.6pp | 68.1%-10.7pp |
| Annual return | 14.28% | 21.02%-6.7pp | 204.55%-190.3pp | 53.51%-39.2pp |
| Employer contribution / active EE | $1,574 | $3,080-48.9% | $3,782-58.4% | $2,552-38.3% |
| Participant deferral / active EE | $3,306 | $4,037-18.1% | $5,096-35.1% | $4,126-19.9% |
| Admin fee / account holder | $5,504 | $7,381-25.4% | $9,162-39.9% | $7,339-25.0% |