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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 | $77,309 | $115,225-32.9% | $100,712-23.2% | $138,895-44.3% |
| Participation rate | 64.3% | 74.3%-10.1pp | 69.3%-5.0pp | 79.9%-15.6pp |
| Annual return | 19.94% | 40.35%-20.4pp | 33.27%-13.3pp | 145.39%-125.5pp |
| Employer contribution / active EE | $3,850 | $2,771+38.9% | $2,313+66.5% | $4,194-8.2% |
| Participant deferral / active EE | $5,737 | $4,699+22.1% | $4,085+40.4% | $6,396-10.3% |
| Admin fee / account holder | $511 | $10,844-95.3% | $9,256-94.5% | $12,562-95.9% |