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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 | $99,324 | $116,203-14.5% | $93,621+6.1% | $152,897-35.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.8%-15.8pp | 82.5%-22.5pp |
| Annual return | 20.65% | 35.96%-15.3pp | 32.76%-12.1pp | 345.43%-324.8pp |
| Employer contribution / active EE | $1,780 | $3,219-44.7% | $2,719-34.5% | $4,764-62.6% |
| Participant deferral / active EE | $2,906 | $4,605-36.9% | $4,070-28.6% | $5,851-50.3% |
| Admin fee / account holder | $2,097 | $10,751-80.5% | $7,890-73.4% | $11,599-81.9% |