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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 | $71,042 | $114,119-37.7% | $107,187-33.7% | $138,895-48.9% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.0%-10.3pp | 79.9%-15.2pp |
| Annual return | 17.35% | 273.21%-255.9pp | 204.55%-187.2pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,695 | $4,059-58.2% | $3,782-55.2% | $4,194-59.6% |
| Participant deferral / active EE | $6,730 | $5,538+21.5% | $5,096+32.1% | $6,396+5.2% |
| Admin fee / account holder | $1,044 | $10,024-89.6% | $9,162-88.6% | $12,562-91.7% |