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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 | $124,827 | $90,400+38.1% | $186,193-33.0% | $87,485+42.7% |
| Participation rate | 57.7% | 66.2%-8.5pp | 77.1%-19.4pp | 68.9%-11.2pp |
| Annual return | 17.01% | 22.15%-5.1pp | 78.03%-61.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,060 | $2,170-5.1% | $3,918-47.4% | $2,596-20.7% |
| Participant deferral / active EE | $3,268 | $4,330-24.5% | $6,513-49.8% | $4,274-23.5% |
| Admin fee / account holder | $1,529 | $8,673-82.4% | $11,058-86.2% | $7,775-80.3% |