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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 | $57,161 | $141,004-59.5% | $112,273-49.1% | $139,466-59.0% |
| Participation rate | 64.7% | 79.2%-14.5pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 18.37% | 32.75%-14.4pp | 30.23%-11.9pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,836 | $4,285-33.8% | $3,431-17.4% | $4,754-40.3% |
| Participant deferral / active EE | $7,898 | $5,878+34.4% | $4,800+64.6% | $6,712+17.7% |
| Admin fee / account holder | $860 | $9,959-91.4% | $7,752-88.9% | $11,409-92.5% |