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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 | $78,650 | $105,200-25.2% | $159,474-50.7% | $85,847-8.4% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.8%-17.4pp | 69.3%-3.9pp |
| Annual return | 18.09% | 45.08%-27.0pp | 263.68%-245.6pp | 318.61%-300.5pp |
| Employer contribution / active EE | $2,976 | $3,319-10.3% | $4,831-38.4% | $2,565+16.0% |
| Participant deferral / active EE | $7,099 | $5,946+19.4% | $7,353-3.5% | $3,952+79.6% |
| Admin fee / account holder | $541 | $6,934-92.2% | $10,802-95.0% | $6,261-91.4% |