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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 | $66,011 | $77,901-15.3% | $149,717-55.9% | $75,181-12.2% |
| Participation rate | 63.5% | 65.6%-2.1pp | 78.8%-15.3pp | 67.2%-3.7pp |
| Annual return | 18.22% | 31.73%-13.5pp | 134.41%-116.2pp | 160.69%-142.5pp |
| Employer contribution / active EE | $1,593 | $3,137-49.2% | $4,820-67.0% | $2,671-40.4% |
| Participant deferral / active EE | $3,339 | $3,411-2.1% | $5,682-41.2% | $4,126-19.1% |
| Admin fee / account holder | $12,511 | $5,949+110.3% | $13,213-5.3% | $5,650+121.4% |