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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 | $82,933 | $99,053-16.3% | $88,179-5.9% | $138,895-40.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.1%-9.1pp | 79.9%-19.9pp |
| Annual return | 16.31% | 78.17%-61.9pp | 64.97%-48.7pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,740 | $2,882-39.6% | $2,549-31.7% | $4,194-58.5% |
| Participant deferral / active EE | $7,812 | $5,225+49.5% | $4,614+69.3% | $6,396+22.1% |
| Admin fee / account holder | $5,807 | $8,748-33.6% | $7,673-24.3% | $12,562-53.8% |