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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 | $59,583 | $65,361-8.8% | $92,903-35.9% | $72,983-18.4% |
| Participation rate | 65.2% | 68.3%-3.1pp | 76.0%-10.8pp | 69.5%-4.3pp |
| Annual return | 17.92% | 42.11%-24.2pp | 109.43%-91.5pp | 81.01%-63.1pp |
| Employer contribution / active EE | $2,122 | $2,594-18.2% | $3,653-41.9% | $2,440-13.0% |
| Participant deferral / active EE | $3,070 | $3,128-1.9% | $4,238-27.6% | $3,608-14.9% |
| Admin fee / account holder | $11,901 | $4,251+180.0% | $5,795+105.4% | $5,124+132.3% |