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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 | $95,354 | $77,449+23.1% | $69,483+37.2% | $152,909-37.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.5%-22.5pp |
| Annual return | 24.90% | 39.09%-14.2pp | 28.99%-4.1pp | 345.46%-320.6pp |
| Employer contribution / active EE | $1,823 | $3,316-45.0% | $2,780-34.4% | $4,764-61.7% |
| Participant deferral / active EE | $4,285 | $4,415-2.9% | $3,537+21.2% | $5,851-26.8% |
| Admin fee / account holder | $5,532 | $6,210-10.9% | $3,841+44.0% | $11,601-52.3% |