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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 | $93,789 | $102,385-8.4% | $147,080-36.2% | $80,935+15.9% |
| Participation rate | 61.9% | 75.9%-14.0pp | 82.2%-20.3pp | 67.7%-5.8pp |
| Annual return | 17.45% | 135.09%-117.6pp | 420.17%-402.7pp | 35.66%-18.2pp |
| Employer contribution / active EE | $3,262 | $3,717-12.2% | $4,933-33.9% | $2,757+18.3% |
| Participant deferral / active EE | $6,950 | $6,651+4.5% | $8,066-13.8% | $4,299+61.7% |
| Admin fee / account holder | $4,133 | $7,951-48.0% | $12,989-68.2% | $6,924-40.3% |