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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 | $74,694 | $136,433-45.3% | $98,864-24.4% | $167,553-55.4% |
| Participation rate | 60.0% | 70.3%-10.3pp | 65.7%-5.7pp | 82.1%-22.1pp |
| Annual return | 16.32% | 67.76%-51.4pp | 50.03%-33.7pp | 478.89%-462.6pp |
| Employer contribution / active EE | $1,874 | $2,636-28.9% | $2,070-9.5% | $4,840-61.3% |
| Participant deferral / active EE | $3,195 | $3,721-14.1% | $3,037+5.2% | $6,343-49.6% |
| Admin fee / account holder | $4,601 | $5,039-8.7% | $4,080+12.8% | $12,316-62.6% |