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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 | $93,385 | $126,661-26.3% | $113,397-17.6% | $138,895-32.8% |
| Participation rate | 61.9% | 79.4%-17.5pp | 76.5%-14.6pp | 79.9%-18.0pp |
| Annual return | 41.13% | 25.05%+16.1pp | 23.20%+17.9pp | 145.39%-104.3pp |
| Employer contribution / active EE | $1,488 | $3,456-56.9% | $2,977-50.0% | $4,194-64.5% |
| Participant deferral / active EE | $3,703 | $5,693-34.9% | $5,076-27.1% | $6,396-42.1% |
| Admin fee / account holder | $4,146 | $14,549-71.5% | $11,957-65.3% | $12,562-67.0% |