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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 | $106,221 | $157,829-32.7% | $136,867-22.4% | $198,609-46.5% |
| Participation rate | 54.5% | 77.2%-22.6pp | 74.5%-20.0pp | 82.4%-27.8pp |
| Annual return | 8.17% | 51.25%-43.1pp | 42.97%-34.8pp | 202.70%-194.5pp |
| Employer contribution / active EE | $3,432 | $3,923-12.5% | $3,547-3.2% | $5,055-32.1% |
| Participant deferral / active EE | $8,679 | $5,463+58.9% | $4,924+76.3% | $6,977+24.4% |
| Admin fee / account holder | $974 | $11,107-91.2% | $10,340-90.6% | $19,030-94.9% |