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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 | $67,963 | $95,406-28.8% | $185,849-63.4% | $85,847-20.8% |
| Participation rate | 65.5% | 68.8%-3.2pp | 81.7%-16.2pp | 69.3%-3.8pp |
| Annual return | 16.00% | 23.59%-7.6pp | 122.10%-106.1pp | 318.61%-302.6pp |
| Employer contribution / active EE | $1,567 | $3,314-52.7% | $5,169-69.7% | $2,565-38.9% |
| Participant deferral / active EE | $3,271 | $3,424-4.5% | $5,569-41.3% | $3,952-17.2% |
| Admin fee / account holder | $7,125 | $7,214-1.2% | $16,244-56.1% | $6,261+13.8% |