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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 | $110,337-31.6% | $102,383-26.3% | $145,877-48.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.45% | 24.83%-10.4pp | 24.94%-10.5pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,961 | $4,216-53.5% | $3,870-49.3% | $4,663-57.9% |
| Participant deferral / active EE | $10,329 | $5,621+83.8% | $5,060+104.1% | $6,691+54.4% |
| Admin fee / account holder | $759 | $9,750-92.2% | $8,391-91.0% | $13,402-94.3% |