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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 | $72,333 | $91,037-20.5% | $71,671+0.9% | $147,585-51.0% |
| Participation rate | 61.1% | 76.1%-15.0pp | 68.7%-7.6pp | 82.8%-21.7pp |
| Annual return | 20.53% | 20.48%+0.1pp | 20.65%-0.1pp | 578.57%-558.0pp |
| Employer contribution / active EE | $1,383 | $3,327-58.4% | $2,460-43.8% | $4,876-71.6% |
| Participant deferral / active EE | $4,473 | $4,498-0.6% | $3,438+30.1% | $5,439-17.8% |
| Admin fee / account holder | $1,464 | $8,613-83.0% | $5,558-73.7% | $10,885-86.5% |