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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 | $78,836 | $127,298-38.1% | $109,916-28.3% | $167,553-52.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 22.05% | 22.97%-0.9pp | 29.46%-7.4pp | 478.89%-456.8pp |
| Employer contribution / active EE | $1,380 | $3,325-58.5% | $2,844-51.5% | $4,840-71.5% |
| Participant deferral / active EE | $5,380 | $4,513+19.2% | $4,047+32.9% | $6,343-15.2% |
| Admin fee / account holder | $1,818 | $7,119-74.5% | $6,069-70.0% | $12,316-85.2% |