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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 | $96,626 | $124,980-22.7% | $108,359-10.8% | $154,746-37.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 18.65% | 45.00%-26.4pp | 36.89%-18.2pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,898 | $2,851-33.4% | $2,399-20.9% | $4,379-56.7% |
| Participant deferral / active EE | $5,971 | $4,743+25.9% | $4,137+44.3% | $6,730-11.3% |
| Admin fee / account holder | $7,308 | $11,502-36.5% | $9,741-25.0% | $14,365-49.1% |