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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 | $68,412 | $162,821-58.0% | $133,978-48.9% | $158,982-57.0% |
| Participation rate | 69.2% | 83.2%-14.0pp | 79.8%-10.6pp | 82.0%-12.7pp |
| Annual return | 12.57% | 41.95%-29.4pp | 45.10%-32.5pp | 302.99%-290.4pp |
| Employer contribution / active EE | $2,435 | $4,976-51.1% | $3,919-37.9% | $4,763-48.9% |
| Participant deferral / active EE | $4,858 | $5,910-17.8% | $5,047-3.7% | $5,983-18.8% |
| Admin fee / account holder | $661 | $11,742-94.4% | $8,930-92.6% | $11,252-94.1% |