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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 | $85,025 | $114,119-25.5% | $107,187-20.7% | $138,895-38.8% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 15.62% | 273.21%-257.6pp | 204.55%-188.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,722 | $4,059-32.9% | $3,782-28.0% | $4,194-35.1% |
| Participant deferral / active EE | $5,358 | $5,538-3.2% | $5,096+5.1% | $6,396-16.2% |
| Admin fee / account holder | $2,330 | $10,024-76.8% | $9,162-74.6% | $12,562-81.5% |