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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 | $84,943 | $157,829-46.2% | $136,867-37.9% | $198,609-57.2% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 13.94% | 51.25%-37.3pp | 42.97%-29.0pp | 202.70%-188.8pp |
| Employer contribution / active EE | $1,493 | $3,923-61.9% | $3,547-57.9% | $5,055-70.5% |
| Participant deferral / active EE | $1,796 | $5,463-67.1% | $4,924-63.5% | $6,977-74.3% |
| Admin fee / account holder | $1,472 | $11,107-86.7% | $10,340-85.8% | $19,030-92.3% |