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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 | $68,089 | $105,856-35.7% | $90,161-24.5% | $147,586-53.9% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 26.48% | 37.63%-11.2pp | 34.89%-8.4pp | 578.59%-552.1pp |
| Employer contribution / active EE | $5,087 | $4,126+23.3% | $3,318+53.3% | $4,876+4.3% |
| Participant deferral / active EE | $7,599 | $5,733+32.5% | $5,287+43.7% | $5,439+39.7% |
| Admin fee / account holder | $333 | $8,046-95.9% | $5,943-94.4% | $10,886-96.9% |