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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 | $78,879 | $111,814-29.5% | $103,374-23.7% | $145,959-46.0% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 26.38% | 24.77%+1.6pp | 24.89%+1.5pp | 561.95%-535.6pp |
| Employer contribution / active EE | $2,397 | $4,214-43.1% | $3,869-38.1% | $4,661-48.6% |
| Participant deferral / active EE | $4,654 | $5,618-17.2% | $5,058-8.0% | $6,689-30.4% |
| Admin fee / account holder | $2,899 | $9,754-70.3% | $8,394-65.5% | $13,398-78.4% |