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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 | $67,620 | $117,895-42.6% | $102,460-34.0% | $145,897-53.7% |
| Participation rate | 64.7% | 78.6%-13.9pp | 76.5%-11.8pp | 80.3%-15.6pp |
| Annual return | 9.24% | 31.92%-22.7pp | 29.47%-20.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,793 | $3,619-50.5% | $3,025-40.7% | $4,663-61.6% |
| Participant deferral / active EE | $4,132 | $5,736-28.0% | $5,056-18.3% | $6,689-38.2% |
| Admin fee / account holder | $638 | $13,353-95.2% | $9,460-93.3% | $13,390-95.2% |