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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 | $77,985 | $89,259-12.6% | $107,187-27.2% | $82,637-5.6% |
| Participation rate | 58.0% | 67.9%-9.9pp | 75.0%-17.0pp | 68.1%-10.1pp |
| Annual return | 15.35% | 21.02%-5.7pp | 204.55%-189.2pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,934 | $3,080-37.2% | $3,782-48.9% | $2,552-24.2% |
| Participant deferral / active EE | $4,649 | $4,037+15.1% | $5,096-8.8% | $4,126+12.7% |
| Admin fee / account holder | $7,516 | $7,381+1.8% | $9,162-18.0% | $7,339+2.4% |