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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 | $68,391 | $89,259-23.4% | $107,187-36.2% | $82,637-17.2% |
| Participation rate | 62.0% | 67.9%-5.9pp | 75.0%-13.0pp | 68.1%-6.1pp |
| Annual return | 16.73% | 21.02%-4.3pp | 204.55%-187.8pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,703 | $3,080-44.7% | $3,782-55.0% | $2,552-33.3% |
| Participant deferral / active EE | $2,304 | $4,037-42.9% | $5,096-54.8% | $4,126-44.2% |
| Admin fee / account holder | $5,258 | $7,381-28.8% | $9,162-42.6% | $7,339-28.3% |