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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 | $86,448 | $154,159-43.9% | $130,026-33.5% | $139,456-38.0% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 16.83% | 32.50%-15.7pp | -137.26%+154.1pp | 373.45%-356.6pp |
| Employer contribution / active EE | $1,301 | $5,292-75.4% | $4,321-69.9% | $4,753-72.6% |
| Participant deferral / active EE | $4,733 | $6,710-29.5% | $5,821-18.7% | $6,711-29.5% |
| Admin fee / account holder | $840 | $14,001-94.0% | $10,608-92.1% | $11,407-92.6% |