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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 | $70,815 | $227,597-68.9% | $189,575-62.6% | $167,536-57.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 24.68% | 78.44%-53.8pp | 64.19%-39.5pp | 478.82%-454.1pp |
| Employer contribution / active EE | $1,855 | $5,316-65.1% | $4,412-58.0% | $4,839-61.7% |
| Participant deferral / active EE | $3,197 | $7,002-54.3% | $6,174-48.2% | $6,342-49.6% |
| Admin fee / account holder | $2,054 | $11,877-82.7% | $9,806-79.1% | $12,315-83.3% |