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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 | $75,603 | $96,731-21.8% | $123,973-39.0% | $86,983-13.1% |
| Participation rate | 60.0% | 70.0%-10.0pp | 76.7%-16.7pp | 69.5%-9.5pp |
| Annual return | 16.10% | 17.33%-1.2pp | 388.13%-372.0pp | 25.83%-9.7pp |
| Employer contribution / active EE | $1,680 | $3,297-49.1% | $4,126-59.3% | $2,584-35.0% |
| Participant deferral / active EE | $2,996 | $4,152-27.8% | $5,247-42.9% | $4,194-28.6% |
| Admin fee / account holder | $5,133 | $8,722-41.1% | $11,799-56.5% | $7,856-34.7% |