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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 | $66,751 | $111,787-40.3% | $93,681-28.7% | $145,978-54.3% |
| Participation rate | 61.1% | 74.2%-13.1pp | 68.7%-7.6pp | 80.3%-19.2pp |
| Annual return | 10.87% | 203.52%-192.7pp | 133.47%-122.6pp | 550.52%-539.7pp |
| Employer contribution / active EE | $1,851 | $3,093-40.2% | $2,422-23.6% | $4,662-60.3% |
| Participant deferral / active EE | $4,432 | $4,918-9.9% | $4,415+0.4% | $6,690-33.8% |
| Admin fee / account holder | $2,590 | $10,256-74.8% | $8,290-68.8% | $13,400-80.7% |