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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 | $82,315 | $96,731-14.9% | $123,973-33.6% | $86,983-5.4% |
| Participation rate | 68.0% | 70.0%-2.0pp | 76.7%-8.7pp | 69.5%-1.5pp |
| Annual return | 17.50% | 17.33%+0.2pp | 388.13%-370.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $2,902 | $3,297-12.0% | $4,126-29.7% | $2,584+12.3% |
| Participant deferral / active EE | $4,413 | $4,152+6.3% | $5,247-15.9% | $4,194+5.2% |
| Admin fee / account holder | $804 | $8,722-90.8% | $11,799-93.2% | $7,856-89.8% |