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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 | $69,336 | $124,336-44.2% | $111,303-37.7% | $167,518-58.6% |
| Participation rate | 68.2% | 79.6%-11.4pp | 77.3%-9.1pp | 82.1%-13.9pp |
| Annual return | 14.47% | 37.45%-23.0pp | 54.66%-40.2pp | 478.71%-464.2pp |
| Employer contribution / active EE | $1,515 | $3,436-55.9% | $2,731-44.5% | $4,838-68.7% |
| Participant deferral / active EE | $4,248 | $5,181-18.0% | $4,487-5.3% | $6,342-33.0% |
| Admin fee / account holder | $573 | $10,623-94.6% | $7,966-92.8% | $12,312-95.3% |