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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 | $94,436-14.7% | $115,599-30.3% | $82,637-2.5% |
| Participation rate | 61.3% | 70.4%-9.1pp | 74.3%-13.0pp | 68.1%-6.8pp |
| Annual return | 70.08% | 18.37%+51.7pp | 111.10%-41.0pp | 53.51%+16.6pp |
| Employer contribution / active EE | $1,977 | $2,324-14.9% | $2,955-33.1% | $2,552-22.5% |
| Participant deferral / active EE | $4,092 | $3,955+3.5% | $4,889-16.3% | $4,126-0.8% |
| Admin fee / account holder | $5,341 | $10,328-48.3% | $12,841-58.4% | $7,339-27.2% |