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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 | $106,276 | $142,430-25.4% | $115,170-7.7% | $152,897-30.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.5%-15.8pp |
| Annual return | 22.81% | 41.48%-18.7pp | 35.60%-12.8pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,788 | $4,011-55.4% | $3,179-43.8% | $4,764-62.5% |
| Participant deferral / active EE | $2,978 | $5,165-42.3% | $4,169-28.6% | $5,851-49.1% |
| Admin fee / account holder | $858 | $8,464-89.9% | $7,089-87.9% | $11,599-92.6% |