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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 | $96,720 | $117,895-18.0% | $102,460-5.6% | $145,897-33.7% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 16.97% | 31.92%-15.0pp | 29.47%-12.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $2,828 | $3,619-21.9% | $3,025-6.5% | $4,663-39.4% |
| Participant deferral / active EE | $5,215 | $5,736-9.1% | $5,056+3.1% | $6,689-22.0% |
| Admin fee / account holder | $22,013 | $13,353+64.9% | $9,460+132.7% | $13,390+64.4% |