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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 | $84,846 | $114,119-25.7% | $107,187-20.8% | $138,895-38.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 18.42% | 273.21%-254.8pp | 204.55%-186.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,376 | $4,059-66.1% | $3,782-63.6% | $4,194-67.2% |
| Participant deferral / active EE | $6,770 | $5,538+22.2% | $5,096+32.8% | $6,396+5.8% |
| Admin fee / account holder | $14,708 | $10,024+46.7% | $9,162+60.5% | $12,562+17.1% |