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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 | $86,759 | $105,856-18.0% | $90,161-3.8% | $147,586-41.2% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 18.69% | 37.63%-18.9pp | 34.89%-16.2pp | 578.59%-559.9pp |
| Employer contribution / active EE | $2,392 | $4,126-42.0% | $3,318-27.9% | $4,876-50.9% |
| Participant deferral / active EE | $6,050 | $5,733+5.5% | $5,287+14.4% | $5,439+11.2% |
| Admin fee / account holder | $9,821 | $8,046+22.1% | $5,943+65.3% | $10,886-9.8% |