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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 | $88,176 | $126,113-30.1% | $116,096-24.0% | $155,188-43.2% |
| Participation rate | 68.4% | 75.1%-6.7pp | 73.3%-4.9pp | 80.8%-12.4pp |
| Annual return | 16.50% | 391.72%-375.2pp | 326.25%-309.7pp | 148.84%-132.3pp |
| Employer contribution / active EE | $1,302 | $2,672-51.3% | $2,503-48.0% | $4,248-69.4% |
| Participant deferral / active EE | $5,841 | $4,162+40.3% | $3,952+47.8% | $6,531-10.6% |
| Admin fee / account holder | $8,645 | $8,045+7.5% | $7,704+12.2% | $14,480-40.3% |