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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 | $79,891 | $96,731-17.4% | $123,973-35.6% | $86,983-8.2% |
| Participation rate | 57.1% | 70.0%-12.9pp | 76.7%-19.5pp | 69.5%-12.4pp |
| Annual return | 21.42% | 17.33%+4.1pp | 388.13%-366.7pp | 25.83%-4.4pp |
| Employer contribution / active EE | $1,719 | $3,297-47.8% | $4,126-58.3% | $2,584-33.5% |
| Participant deferral / active EE | $4,534 | $4,152+9.2% | $5,247-13.6% | $4,194+8.1% |
| Admin fee / account holder | $3,224 | $8,722-63.0% | $11,799-72.7% | $7,856-59.0% |