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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 | $77,098 | $114,119-32.4% | $107,187-28.1% | $138,895-44.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 16.43% | 273.21%-256.8pp | 204.55%-188.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,881 | $4,059-53.7% | $3,782-50.3% | $4,194-55.2% |
| Participant deferral / active EE | $6,688 | $5,538+20.8% | $5,096+31.2% | $6,396+4.6% |
| Admin fee / account holder | $1,687 | $10,024-83.2% | $9,162-81.6% | $12,562-86.6% |