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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 | $77,196 | $91,037-15.2% | $71,671+7.7% | $147,586-47.7% |
| Participation rate | 60.9% | 76.1%-15.3pp | 68.7%-7.9pp | 82.8%-22.0pp |
| Annual return | 18.74% | 20.48%-1.7pp | 20.65%-1.9pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,566 | $3,327-52.9% | $2,460-36.3% | $4,876-67.9% |
| Participant deferral / active EE | $3,742 | $4,498-16.8% | $3,438+8.8% | $5,439-31.2% |
| Admin fee / account holder | $3,652 | $8,613-57.6% | $5,558-34.3% | $10,886-66.5% |