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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 | $85,805 | $114,119-24.8% | $107,187-19.9% | $138,895-38.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 22.44% | 273.21%-250.8pp | 204.55%-182.1pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,536 | $4,059-62.2% | $3,782-59.4% | $4,194-63.4% |
| Participant deferral / active EE | $5,877 | $5,538+6.1% | $5,096+15.3% | $6,396-8.1% |
| Admin fee / account holder | $4,398 | $10,024-56.1% | $9,162-52.0% | $12,562-65.0% |