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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 | $80,720 | $111,535-27.6% | $105,223-23.3% | $137,256-41.2% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.0%-16.7pp | 80.0%-21.6pp |
| Annual return | 11.62% | 237.85%-226.2pp | 180.65%-169.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,518 | $3,939-61.5% | $3,689-58.8% | $4,156-63.5% |
| Participant deferral / active EE | $6,188 | $5,500+12.5% | $5,072+22.0% | $6,407-3.4% |
| Admin fee / account holder | $3,165 | $9,721-67.4% | $8,859-64.3% | $12,270-74.2% |