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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 | $78,281 | $105,929-26.1% | $81,926-4.4% | $158,950-50.8% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 16.55% | 38.19%-21.6pp | 29.49%-12.9pp | 302.91%-286.4pp |
| Employer contribution / active EE | $2,906 | $7,802-62.8% | $4,310-32.6% | $4,762-39.0% |
| Participant deferral / active EE | $7,732 | $13,007-40.6% | $7,108+8.8% | $5,983+29.2% |
| Admin fee / account holder | $2,290 | $8,492-73.0% | $5,159-55.6% | $11,248-79.6% |