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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 | $96,071 | $114,013-15.7% | $103,693-7.4% | $155,188-38.1% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-9.0pp | 80.8%-17.2pp |
| Annual return | 19.39% | 49.31%-29.9pp | 47.61%-28.2pp | 148.84%-129.5pp |
| Employer contribution / active EE | $3,938 | $3,131+25.8% | $2,920+34.9% | $4,248-7.3% |
| Participant deferral / active EE | $9,874 | $4,970+98.7% | $4,579+115.6% | $6,531+51.2% |
| Admin fee / account holder | $856 | $8,407-89.8% | $7,858-89.1% | $14,480-94.1% |