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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 | $65,555 | $106,267-38.3% | $96,520-32.1% | $139,456-53.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 16.40% | 38.45%-22.1pp | 35.72%-19.3pp | 373.45%-357.1pp |
| Employer contribution / active EE | $1,509 | $4,105-63.2% | $3,739-59.6% | $4,753-68.2% |
| Participant deferral / active EE | $10,370 | $5,454+90.1% | $4,879+112.6% | $6,711+54.5% |
| Admin fee / account holder | $816 | $7,882-89.7% | $6,733-87.9% | $11,407-92.9% |