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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 | $84,999 | $89,259-4.8% | $107,187-20.7% | $82,637+2.9% |
| Participation rate | 58.7% | 67.9%-9.2pp | 75.0%-16.3pp | 68.1%-9.4pp |
| Annual return | 16.84% | 21.02%-4.2pp | 204.55%-187.7pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,660 | $3,080-46.1% | $3,782-56.1% | $2,552-35.0% |
| Participant deferral / active EE | $3,903 | $4,037-3.3% | $5,096-23.4% | $4,126-5.4% |
| Admin fee / account holder | $1,672 | $7,381-77.4% | $9,162-81.8% | $7,339-77.2% |