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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 | $75,444 | $111,814-32.5% | $103,378-27.0% | $145,978-48.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.45% | 24.80%-10.3pp | 24.91%-10.5pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,961 | $4,215-53.5% | $3,870-49.3% | $4,662-57.9% |
| Participant deferral / active EE | $10,329 | $5,618+83.9% | $5,058+104.2% | $6,690+54.4% |
| Admin fee / account holder | $759 | $9,764-92.2% | $8,401-91.0% | $13,400-94.3% |