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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 | $67,189 | $152,612-56.0% | $125,192-46.3% | $152,897-56.1% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 11.06% | 54.85%-43.8pp | 43.79%-32.7pp | 345.43%-334.4pp |
| Employer contribution / active EE | $1,220 | $4,947-75.3% | $3,866-68.5% | $4,764-74.4% |
| Participant deferral / active EE | $3,399 | $5,868-42.1% | $4,937-31.1% | $5,851-41.9% |
| Admin fee / account holder | $985 | $13,437-92.7% | $9,704-89.8% | $11,599-91.5% |