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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 | $95,569 | $110,410-13.4% | $102,437-6.7% | $145,897-34.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.04% | 24.85%-10.8pp | 24.95%-10.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,338 | $4,217-68.3% | $3,871-65.4% | $4,663-71.3% |
| Participant deferral / active EE | $9,700 | $5,622+72.6% | $5,060+91.7% | $6,689+45.0% |
| Admin fee / account holder | $6,053 | $9,745-37.9% | $8,388-27.8% | $13,390-54.8% |