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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 | $87,030 | $116,203-25.1% | $93,621-7.0% | $152,909-43.1% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.8%-12.2pp | 82.5%-18.8pp |
| Annual return | 20.03% | 35.96%-15.9pp | 32.76%-12.7pp | 345.46%-325.4pp |
| Employer contribution / active EE | $3,704 | $3,219+15.1% | $2,719+36.2% | $4,764-22.3% |
| Participant deferral / active EE | $6,769 | $4,605+47.0% | $4,070+66.3% | $5,851+15.7% |
| Admin fee / account holder | $690 | $10,751-93.6% | $7,890-91.3% | $11,601-94.1% |