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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 | $72,021 | $87,132-17.3% | $105,624-31.8% | $80,959-11.0% |
| Participation rate | 67.0% | 70.4%-3.4pp | 75.3%-8.3pp | 67.7%-0.7pp |
| Annual return | 18.78% | 17.03%+1.8pp | 116.20%-97.4pp | 35.67%-16.9pp |
| Employer contribution / active EE | $2,149 | $2,397-10.3% | $3,168-32.2% | $2,757-22.1% |
| Participant deferral / active EE | $3,999 | $3,985+0.4% | $5,013-20.2% | $4,300-7.0% |
| Admin fee / account holder | $2,718 | $8,449-67.8% | $10,961-75.2% | $6,925-60.8% |