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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 | $90,258 | $102,828-12.2% | $105,387-14.4% | $152,897-41.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.6%-15.9pp | 82.5%-15.8pp |
| Annual return | 22.37% | 20.85%+1.5pp | 26.82%-4.5pp | 345.43%-323.1pp |
| Employer contribution / active EE | $1,347 | $4,473-69.9% | $4,213-68.0% | $4,764-71.7% |
| Participant deferral / active EE | $6,550 | $5,465+19.9% | $5,502+19.0% | $5,851+11.9% |
| Admin fee / account holder | $1,088 | $8,683-87.5% | $6,559-83.4% | $11,599-90.6% |