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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 | $91,086+37.0% | $203,872-38.8% | $86,983+43.5% |
| Participation rate | 57.7% | 65.8%-8.1pp | 77.8%-20.1pp | 69.5%-11.8pp |
| Annual return | 17.01% | 22.30%-5.3pp | 85.11%-68.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $2,060 | $2,063-0.2% | $3,757-45.2% | $2,584-20.3% |
| Participant deferral / active EE | $3,268 | $4,019-18.7% | $6,388-48.8% | $4,194-22.1% |
| Admin fee / account holder | $1,529 | $8,987-83.0% | $11,730-87.0% | $7,856-80.5% |