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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 | $85,028 | $157,829-46.1% | $136,867-37.9% | $198,609-57.2% |
| Participation rate | 56.3% | 77.2%-20.9pp | 74.5%-18.3pp | 82.4%-26.1pp |
| Annual return | 15.97% | 51.25%-35.3pp | 42.97%-27.0pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,998 | $3,923-49.1% | $3,547-43.7% | $5,055-60.5% |
| Participant deferral / active EE | $7,746 | $5,463+41.8% | $4,924+57.3% | $6,977+11.0% |
| Admin fee / account holder | $5,748 | $11,107-48.2% | $10,340-44.4% | $19,030-69.8% |