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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 | $83,349 | $114,013-26.9% | $103,693-19.6% | $155,188-46.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 21.68% | 49.31%-27.6pp | 47.61%-25.9pp | 148.84%-127.2pp |
| Employer contribution / active EE | $2,342 | $3,131-25.2% | $2,920-19.8% | $4,248-44.9% |
| Participant deferral / active EE | $8,075 | $4,970+62.5% | $4,579+76.3% | $6,531+23.6% |
| Admin fee / account holder | $302 | $8,407-96.4% | $7,858-96.2% | $14,480-97.9% |