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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 | $97,980 | $157,829-37.9% | $136,867-28.4% | $198,609-50.7% |
| Participation rate | 63.6% | 77.2%-13.5pp | 74.5%-10.9pp | 82.4%-18.7pp |
| Annual return | 19.15% | 51.25%-32.1pp | 42.97%-23.8pp | 202.70%-183.5pp |
| Employer contribution / active EE | $3,224 | $3,923-17.8% | $3,547-9.1% | $5,055-36.2% |
| Participant deferral / active EE | $8,413 | $5,463+54.0% | $4,924+70.9% | $6,977+20.6% |
| Admin fee / account holder | $1,258 | $11,107-88.7% | $10,340-87.8% | $19,030-93.4% |