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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 | $85,898 | $124,346-30.9% | $111,308-22.8% | $167,536-48.7% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 13.12% | 37.45%-24.3pp | 54.67%-41.5pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,350 | $3,437-31.6% | $2,732-14.0% | $4,839-51.4% |
| Participant deferral / active EE | $5,499 | $5,182+6.1% | $4,487+22.5% | $6,342-13.3% |
| Admin fee / account holder | $4,168 | $10,621-60.8% | $7,965-47.7% | $12,315-66.2% |