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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 | $70,417 | $132,099-46.7% | $115,599-39.1% | $138,895-49.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 12.34% | 176.76%-164.4pp | 111.10%-98.8pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,871 | $3,416-16.0% | $2,955-2.9% | $4,194-31.6% |
| Participant deferral / active EE | $6,442 | $5,617+14.7% | $4,889+31.8% | $6,396+0.7% |
| Admin fee / account holder | $1,189 | $15,650-92.4% | $12,841-90.7% | $12,562-90.5% |