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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 | $63,470 | $89,259-28.9% | $107,187-40.8% | $82,637-23.2% |
| Participation rate | 65.0% | 67.9%-2.9pp | 75.0%-10.0pp | 68.1%-3.1pp |
| Annual return | 14.11% | 21.02%-6.9pp | 204.55%-190.4pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,630 | $3,080-47.1% | $3,782-56.9% | $2,552-36.1% |
| Participant deferral / active EE | $3,054 | $4,037-24.4% | $5,096-40.1% | $4,126-26.0% |
| Admin fee / account holder | $1,523 | $7,381-79.4% | $9,162-83.4% | $7,339-79.2% |