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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 | $86,855 | $101,302-14.3% | $149,600-41.9% | $82,637+5.1% |
| Participation rate | 49.1% | 72.5%-23.4pp | 77.2%-28.1pp | 68.1%-19.0pp |
| Annual return | 15.39% | 21.39%-6.0pp | 129.59%-114.2pp | 53.51%-38.1pp |
| Employer contribution / active EE | $3,776 | $3,099+21.8% | $4,193-10.0% | $2,552+47.9% |
| Participant deferral / active EE | $7,036 | $5,589+25.9% | $7,203-2.3% | $4,126+70.5% |
| Admin fee / account holder | $14,706 | $8,449+74.1% | $13,963+5.3% | $7,339+100.4% |