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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 | $82,314 | $156,616-47.4% | $133,346-38.3% | $198,609-58.6% |
| Participation rate | 65.2% | 77.7%-12.5pp | 72.8%-7.6pp | 82.4%-17.2pp |
| Annual return | 15.58% | 44.25%-28.7pp | 36.85%-21.3pp | 202.70%-187.1pp |
| Employer contribution / active EE | $1,611 | $3,368-52.2% | $2,853-43.5% | $5,055-68.1% |
| Participant deferral / active EE | $3,112 | $4,920-36.7% | $4,332-28.2% | $6,977-55.4% |
| Admin fee / account holder | $1,943 | $17,468-88.9% | $14,264-86.4% | $19,030-89.8% |