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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 | $62,892 | $88,672-29.1% | $105,223-40.2% | $82,448-23.7% |
| Participation rate | 62.2% | 67.9%-5.8pp | 75.0%-12.9pp | 68.1%-5.9pp |
| Annual return | 15.54% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,183 | $3,048-28.4% | $3,689-40.8% | $2,551-14.4% |
| Participant deferral / active EE | $3,731 | $4,036-7.6% | $5,072-26.4% | $4,139-9.9% |
| Admin fee / account holder | $3,323 | $7,146-53.5% | $8,859-62.5% | $7,234-54.1% |