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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 | $80,012 | $106,247-24.7% | $96,515-17.1% | $139,466-42.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.85% | 38.47%-20.6pp | 35.73%-17.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $1,496 | $4,106-63.6% | $3,740-60.0% | $4,754-68.5% |
| Participant deferral / active EE | $3,601 | $5,456-34.0% | $4,880-26.2% | $6,712-46.3% |
| Admin fee / account holder | $9,530 | $7,885+20.9% | $6,735+41.5% | $11,409-16.5% |