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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 | $56,826 | $89,259-36.3% | $107,187-47.0% | $82,637-31.2% |
| Participation rate | 62.9% | 67.9%-5.1pp | 75.0%-12.2pp | 68.1%-5.2pp |
| Annual return | 16.51% | 21.02%-4.5pp | 204.55%-188.0pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,035 | $3,080-33.9% | $3,782-46.2% | $2,552-20.3% |
| Participant deferral / active EE | $3,617 | $4,037-10.4% | $5,096-29.0% | $4,126-12.3% |
| Admin fee / account holder | $6,649 | $7,381-9.9% | $9,162-27.4% | $7,339-9.4% |