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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 | $80,592 | $94,031-14.3% | $115,768-30.4% | $82,448-2.3% |
| Participation rate | 61.3% | 70.4%-9.1pp | 74.4%-13.1pp | 68.1%-6.8pp |
| Annual return | 70.08% | 20.61%+49.5pp | 100.46%-30.4pp | 41.64%+28.4pp |
| Employer contribution / active EE | $1,977 | $2,323-14.9% | $2,940-32.7% | $2,551-22.5% |
| Participant deferral / active EE | $4,092 | $3,972+3.0% | $4,917-16.8% | $4,139-1.1% |
| Admin fee / account holder | $5,341 | $10,249-47.9% | $12,439-57.1% | $7,234-26.2% |