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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 | $76,185 | $89,259-14.6% | $107,187-28.9% | $82,637-7.8% |
| Participation rate | 59.7% | 67.9%-8.2pp | 75.0%-15.3pp | 68.1%-8.3pp |
| Annual return | 15.75% | 21.02%-5.3pp | 204.55%-188.8pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,996 | $3,080-35.2% | $3,782-47.2% | $2,552-21.8% |
| Participant deferral / active EE | $3,562 | $4,037-11.8% | $5,096-30.1% | $4,126-13.7% |
| Admin fee / account holder | $18,092 | $7,381+145.1% | $9,162+97.5% | $7,339+146.5% |