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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 | $83,744 | $96,731-13.4% | $123,973-32.4% | $86,983-3.7% |
| Participation rate | 57.6% | 70.0%-12.4pp | 76.7%-19.0pp | 69.5%-11.9pp |
| Annual return | 14.00% | 17.33%-3.3pp | 388.13%-374.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $3,048 | $3,297-7.5% | $4,126-26.1% | $2,584+18.0% |
| Participant deferral / active EE | $4,042 | $4,152-2.6% | $5,247-23.0% | $4,194-3.6% |
| Admin fee / account holder | $6,657 | $8,722-23.7% | $11,799-43.6% | $7,856-15.3% |