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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 | $79,761 | $115,225-30.8% | $100,712-20.8% | $138,895-42.6% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 13.85% | 40.35%-26.5pp | 33.27%-19.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,204 | $2,771+15.6% | $2,313+38.6% | $4,194-23.6% |
| Participant deferral / active EE | $6,417 | $4,699+36.6% | $4,085+57.1% | $6,396+0.3% |
| Admin fee / account holder | $3,224 | $10,844-70.3% | $9,256-65.2% | $12,562-74.3% |