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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 | $98,804 | $125,778-21.4% | $114,563-13.8% | $154,746-36.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 17.74% | 295.14%-277.4pp | 241.09%-223.4pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,616 | $2,806-42.4% | $2,592-37.6% | $4,379-63.1% |
| Participant deferral / active EE | $5,388 | $4,445+21.2% | $4,142+30.1% | $6,730-19.9% |
| Admin fee / account holder | $3,404 | $8,190-58.4% | $7,623-55.3% | $14,365-76.3% |