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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 | $87,531 | $114,119-23.3% | $107,187-18.3% | $138,895-37.0% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.0%-5.5pp | 79.9%-10.4pp |
| Annual return | 14.21% | 273.21%-259.0pp | 204.55%-190.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,708 | $4,059-57.9% | $3,782-54.8% | $4,194-59.3% |
| Participant deferral / active EE | $3,028 | $5,538-45.3% | $5,096-40.6% | $6,396-52.7% |
| Admin fee / account holder | $890 | $10,024-91.1% | $9,162-90.3% | $12,562-92.9% |