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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 | $101,074 | $96,524+4.7% | $75,900+33.2% | $152,909-33.9% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 17.75% | 33.93%-16.2pp | 30.73%-13.0pp | 345.46%-327.7pp |
| Employer contribution / active EE | $845 | $3,311-74.5% | $2,501-66.2% | $4,764-82.3% |
| Participant deferral / active EE | $2,866 | $4,554-37.1% | $3,604-20.5% | $5,851-51.0% |
| Admin fee / account holder | $2,191 | $8,082-72.9% | $5,421-59.6% | $11,601-81.1% |