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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 | $96,867 | $78,428+23.5% | $95,960+0.9% | $79,852+21.3% |
| Participation rate | 65.6% | 73.5%-7.9pp | 77.1%-11.5pp | 69.6%-4.0pp |
| Annual return | 11.52% | 19.37%-7.9pp | 91.63%-80.1pp | 31.72%-20.2pp |
| Employer contribution / active EE | $1,677 | $1,945-13.8% | $2,541-34.0% | $2,471-32.1% |
| Participant deferral / active EE | $4,819 | $3,440+40.1% | $4,167+15.6% | $3,740+28.8% |
| Admin fee / account holder | $27,760 | $5,622+393.8% | $6,797+308.4% | $5,306+423.2% |