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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 | $83,092 | $114,119-27.2% | $107,187-22.5% | $138,895-40.2% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 17.13% | 273.21%-256.1pp | 204.55%-187.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,197 | $4,059-45.9% | $3,782-41.9% | $4,194-47.6% |
| Participant deferral / active EE | $22,603 | $5,538+308.2% | $5,096+343.5% | $6,396+253.4% |
| Admin fee / account holder | $1,907 | $10,024-81.0% | $9,162-79.2% | $12,562-84.8% |