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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 | $78,151 | $114,119-31.5% | $107,187-27.1% | $138,895-43.7% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 18.34% | 273.21%-254.9pp | 204.55%-186.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,226 | $4,059-45.1% | $3,782-41.1% | $4,194-46.9% |
| Participant deferral / active EE | $6,382 | $5,538+15.2% | $5,096+25.2% | $6,396-0.2% |
| Admin fee / account holder | $1,200 | $10,024-88.0% | $9,162-86.9% | $12,562-90.4% |