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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 | $85,828 | $99,994-14.2% | $146,647-41.5% | $85,8510% |
| Participation rate | 55.6% | 73.1%-17.5pp | 80.1%-24.5pp | 69.3%-13.8pp |
| Annual return | 15.12% | 18.93%-3.8pp | 22.75%-7.6pp | 318.63%-303.5pp |
| Employer contribution / active EE | $1,929 | $2,559-24.6% | $4,137-53.4% | $2,565-24.8% |
| Participant deferral / active EE | $2,557 | $4,006-36.2% | $5,506-53.6% | $3,952-35.3% |
| Admin fee / account holder | $5,316 | $7,703-31.0% | $10,281-48.3% | $6,261-15.1% |