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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 | $83,556 | $114,119-26.8% | $107,187-22.0% | $138,895-39.8% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 17.23% | 273.21%-256.0pp | 204.55%-187.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,908 | $4,059-28.4% | $3,782-23.1% | $4,194-30.7% |
| Participant deferral / active EE | $9,121 | $5,538+64.7% | $5,096+79.0% | $6,396+42.6% |
| Admin fee / account holder | $1,097 | $10,024-89.1% | $9,162-88.0% | $12,562-91.3% |