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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 | $65,292 | $86,298-24.3% | $111,308-41.3% | $85,847-23.9% |
| Participation rate | 69.1% | 73.3%-4.2pp | 77.3%-8.2pp | 69.3%-0.2pp |
| Annual return | 13.33% | 19.99%-6.7pp | 54.67%-41.3pp | 318.61%-305.3pp |
| Employer contribution / active EE | $1,578 | $2,044-22.8% | $2,732-42.2% | $2,565-38.5% |
| Participant deferral / active EE | $3,360 | $3,641-7.7% | $4,487-25.1% | $3,952-15.0% |
| Admin fee / account holder | $7,975 | $8,189-2.6% | $7,965+0.1% | $6,261+27.4% |