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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 | $79,071 | $103,392-23.5% | $87,104-9.2% | $152,897-48.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 28.67% | 28.10%+0.6pp | 28.19%+0.5pp | 345.43%-316.8pp |
| Employer contribution / active EE | $2,325 | $3,221-27.8% | $2,521-7.8% | $4,764-51.2% |
| Participant deferral / active EE | $5,861 | $4,778+22.7% | $4,048+44.8% | $5,851+0.2% |
| Admin fee / account holder | $592 | $12,194-95.1% | $7,491-92.1% | $11,599-94.9% |