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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 | $74,693 | $96,731-22.8% | $123,973-39.8% | $86,983-14.1% |
| Participation rate | 66.7% | 70.0%-3.4pp | 76.7%-10.0pp | 69.5%-2.9pp |
| Annual return | 17.91% | 17.33%+0.6pp | 388.13%-370.2pp | 25.83%-7.9pp |
| Employer contribution / active EE | $2,978 | $3,297-9.7% | $4,126-27.8% | $2,584+15.2% |
| Participant deferral / active EE | $4,828 | $4,152+16.3% | $5,247-8.0% | $4,194+15.1% |
| Admin fee / account holder | $2,600 | $8,722-70.2% | $11,799-78.0% | $7,856-66.9% |