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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 | $55,198 | $117,829-53.2% | $102,423-46.1% | $145,877-62.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 18.73% | 31.83%-13.1pp | 29.42%-10.7pp | 551.28%-532.6pp |
| Employer contribution / active EE | $1,456 | $3,615-59.7% | $3,023-51.8% | $4,663-68.8% |
| Participant deferral / active EE | $8,176 | $5,732+42.6% | $5,054+61.8% | $6,691+22.2% |
| Admin fee / account holder | $898 | $13,335-93.3% | $9,455-90.5% | $13,402-93.3% |