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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 | $85,741 | $125,193-31.5% | $105,591-18.8% | $145,978-41.3% |
| Participation rate | 69.6% | 77.6%-8.1pp | 75.3%-5.7pp | 80.3%-10.7pp |
| Annual return | 11.17% | 225.53%-214.4pp | 116.43%-105.3pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,758 | $3,718-52.7% | $3,166-44.5% | $4,662-62.3% |
| Participant deferral / active EE | $3,334 | $5,708-41.6% | $5,008-33.4% | $6,690-50.2% |
| Admin fee / account holder | $2,583 | $17,277-85.0% | $11,024-76.6% | $13,400-80.7% |