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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 | $75,324 | $86,298-12.7% | $111,308-32.3% | $85,847-12.3% |
| Participation rate | 57.1% | 73.3%-16.2pp | 77.3%-20.2pp | 69.3%-12.2pp |
| Annual return | 11.68% | 19.99%-8.3pp | 54.67%-43.0pp | 318.61%-306.9pp |
| Employer contribution / active EE | $1,087 | $2,044-46.8% | $2,732-60.2% | $2,565-57.6% |
| Participant deferral / active EE | $3,192 | $3,641-12.3% | $4,487-28.9% | $3,952-19.2% |
| Admin fee / account holder | $5,856 | $8,189-28.5% | $7,965-26.5% | $6,261-6.5% |