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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 | $86,364 | $107,015-19.3% | $73,545+17.4% | $147,585-41.5% |
| Participation rate | 66.7% | 66.4%+0.3pp | 54.9%+11.7pp | 82.8%-16.2pp |
| Annual return | 14.50% | 38.25%-23.8pp | -15.16%+29.7pp | 578.58%-564.1pp |
| Employer contribution / active EE | $3,479 | $1,760+97.7% | $1,219+185.4% | $4,876-28.6% |
| Participant deferral / active EE | $2,426 | $2,462-1.4% | $1,806+34.3% | $5,439-55.4% |
| Admin fee / account holder | $2,730 | $3,055-10.6% | $2,320+17.7% | $10,886-74.9% |