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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 | $87,615 | $93,345-6.1% | $119,126-26.5% | $87,485+0.1% |
| Participation rate | 67.9% | 68.7%-0.9pp | 75.8%-7.9pp | 68.9%-1.1pp |
| Annual return | 15.42% | 19.08%-3.7pp | 282.11%-266.7pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,305 | $3,172-58.9% | $4,034-67.7% | $2,596-49.7% |
| Participant deferral / active EE | $3,614 | $4,099-11.8% | $5,318-32.0% | $4,274-15.4% |
| Admin fee / account holder | $6,580 | $8,039-18.1% | $10,693-38.5% | $7,775-15.4% |