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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 | $123,863 | $157,296-21.3% | $141,191-12.3% | $152,897-19.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.52% | 64.34%-41.8pp | 71.41%-48.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,789 | $5,262-66.0% | $4,736-62.2% | $4,764-62.4% |
| Participant deferral / active EE | $5,730 | $7,111-19.4% | $6,710-14.6% | $5,851-2.1% |
| Admin fee / account holder | $14,400 | $12,125+18.8% | $10,264+40.3% | $11,599+24.1% |