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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 | $90,745 | $99,652-8.9% | $78,778+15.2% | $147,586-38.5% |
| Participation rate | 30.0% | 76.2%-46.2pp | 69.2%-39.2pp | 82.8%-52.8pp |
| Annual return | 19.79% | 47.28%-27.5pp | 35.62%-15.8pp | 578.59%-558.8pp |
| Employer contribution / active EE | $1,078 | $2,796-61.4% | $1,986-45.7% | $4,876-77.9% |
| Participant deferral / active EE | $3,490 | $3,664-4.7% | $2,958+18.0% | $5,439-35.8% |
| Admin fee / account holder | $7,717 | $7,155+7.9% | $5,134+50.3% | $10,886-29.1% |