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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 | $62,884 | $110,410-43.0% | $102,437-38.6% | $145,897-56.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 19.42% | 24.85%-5.4pp | 24.95%-5.5pp | 552.29%-532.9pp |
| Employer contribution / active EE | $9,323 | $4,217+121.1% | $3,871+140.9% | $4,663+100.0% |
| Participant deferral / active EE | $4,630 | $5,622-17.6% | $5,060-8.5% | $6,689-30.8% |
| Admin fee / account holder | $2,030 | $9,745-79.2% | $8,388-75.8% | $13,390-84.8% |