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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 | $71,711 | $69,248+3.6% | $64,101+11.9% | $139,466-48.6% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 17.60% | 45.95%-28.3pp | 33.72%-16.1pp | 373.66%-356.1pp |
| Employer contribution / active EE | $858 | $3,185-73.1% | $2,749-68.8% | $4,754-82.0% |
| Participant deferral / active EE | $3,844 | $4,682-17.9% | $3,881-1.0% | $6,712-42.7% |
| Admin fee / account holder | $3,828 | $4,247-9.9% | $3,070+24.7% | $11,409-66.4% |