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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 | $44,357 | $86,288-48.6% | $111,306-60.1% | $85,851-48.3% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.7pp | 69.3%-2.7pp |
| Annual return | 11.40% | 19.99%-8.6pp | 54.67%-43.3pp | 318.63%-307.2pp |
| Employer contribution / active EE | $876 | $2,044-57.1% | $2,732-67.9% | $2,565-65.8% |
| Participant deferral / active EE | $1,936 | $3,641-46.8% | $4,488-56.9% | $3,952-51.0% |
| Admin fee / account holder | $7,112 | $8,189-13.1% | $7,966-10.7% | $6,261+13.6% |