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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 | $100,088 | $154,159-35.1% | $130,026-23.0% | $139,456-28.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 21.42% | 32.50%-11.1pp | -137.26%+158.7pp | 373.45%-352.0pp |
| Employer contribution / active EE | $1,612 | $5,292-69.5% | $4,321-62.7% | $4,753-66.1% |
| Participant deferral / active EE | $7,986 | $6,710+19.0% | $5,821+37.2% | $6,711+19.0% |
| Admin fee / account holder | $1,071 | $14,001-92.3% | $10,608-89.9% | $11,407-90.6% |