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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 | $92,827 | $149,679-38.0% | $117,039-20.7% | $147,586-37.1% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 19.10% | 19.31%-0.2pp | 18.95%+0.1pp | 578.59%-559.5pp |
| Employer contribution / active EE | $2,900 | $4,937-41.3% | $3,785-23.4% | $4,876-40.5% |
| Participant deferral / active EE | $5,362 | $4,912+9.2% | $3,929+36.5% | $5,439-1.4% |
| Admin fee / account holder | $328 | $7,856-95.8% | $5,974-94.5% | $10,886-97.0% |