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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 | $78,952 | $88,672-11.0% | $105,223-25.0% | $82,448-4.2% |
| Participation rate | 59.3% | 67.9%-8.7pp | 75.0%-15.8pp | 68.1%-8.8pp |
| Annual return | 13.03% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,290 | $3,048-24.9% | $3,689-37.9% | $2,551-10.2% |
| Participant deferral / active EE | $3,198 | $4,036-20.8% | $5,072-36.9% | $4,139-22.7% |
| Admin fee / account holder | $6,726 | $7,146-5.9% | $8,859-24.1% | $7,234-7.0% |