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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 | $74,718 | $86,294-13.4% | $111,303-32.9% | $85,856-13.0% |
| Participation rate | 68.8% | 73.3%-4.6pp | 77.3%-8.6pp | 69.3%-0.6pp |
| Annual return | 12.78% | 19.99%-7.2pp | 54.66%-41.9pp | 318.58%-305.8pp |
| Employer contribution / active EE | $761 | $2,043-62.8% | $2,731-72.1% | $2,565-70.3% |
| Participant deferral / active EE | $3,113 | $3,641-14.5% | $4,487-30.6% | $3,952-21.2% |
| Admin fee / account holder | $2,309 | $8,189-71.8% | $7,966-71.0% | $6,261-63.1% |