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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 | $80,897 | $88,672-8.8% | $105,223-23.1% | $82,448-1.9% |
| Participation rate | 65.0% | 67.9%-2.9pp | 75.0%-10.0pp | 68.1%-3.1pp |
| Annual return | 16.91% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,648 | $3,048-45.9% | $3,689-55.3% | $2,551-35.4% |
| Participant deferral / active EE | $4,575 | $4,036+13.4% | $5,072-9.8% | $4,139+10.5% |
| Admin fee / account holder | $2,283 | $7,146-68.1% | $8,859-74.2% | $7,234-68.4% |