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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 | $84,603 | $89,259-5.2% | $107,187-21.1% | $82,637+2.4% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | 19.88% | 21.02%-1.1pp | 204.55%-184.7pp | 53.51%-33.6pp |
| Employer contribution / active EE | $2,389 | $3,080-22.5% | $3,782-36.8% | $2,552-6.4% |
| Participant deferral / active EE | $5,941 | $4,037+47.2% | $5,096+16.6% | $4,126+44.0% |
| Admin fee / account holder | $14,602 | $7,381+97.8% | $9,162+59.4% | $7,339+99.0% |