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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 | $82,203 | $85,060-3.4% | $70,548+16.5% | $139,456-41.1% |
| Participation rate | 69.2% | 73.9%-4.7pp | 68.3%+0.9pp | 80.3%-11.1pp |
| Annual return | 17.74% | 30.38%-12.6pp | 32.78%-15.0pp | 373.45%-355.7pp |
| Employer contribution / active EE | $2,795 | $3,911-28.5% | $2,975-6.0% | $4,753-41.2% |
| Participant deferral / active EE | $4,594 | $5,890-22.0% | $4,567+0.6% | $6,711-31.6% |
| Admin fee / account holder | $5,138 | $8,925-42.4% | $6,424-20.0% | $11,407-55.0% |