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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 | $73,699 | $86,298-14.6% | $111,308-33.8% | $85,847-14.2% |
| Participation rate | 63.0% | 73.3%-10.4pp | 77.3%-14.4pp | 69.3%-6.4pp |
| Annual return | 13.00% | 19.99%-7.0pp | 54.67%-41.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $706 | $2,044-65.4% | $2,732-74.1% | $2,565-72.5% |
| Participant deferral / active EE | $3,214 | $3,641-11.7% | $4,487-28.4% | $3,952-18.7% |
| Admin fee / account holder | $9,597 | $8,189+17.2% | $7,965+20.5% | $6,261+53.3% |