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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 | $72,763 | $110,379-34.1% | $102,412-29.0% | $145,884-50.1% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 17.63% | 24.84%-7.2pp | 24.94%-7.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $5,870 | $4,216+39.2% | $3,870+51.7% | $4,662+25.9% |
| Participant deferral / active EE | $8,306 | $5,622+47.8% | $5,060+64.2% | $6,690+24.2% |
| Admin fee / account holder | $366 | $9,745-96.2% | $8,388-95.6% | $13,392-97.3% |