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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 | $64,016 | $113,338-43.5% | $94,993-32.6% | $147,586-56.6% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 14.80% | 20.80%-6.0pp | 27.14%-12.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,611 | $3,160-49.0% | $2,603-38.1% | $4,876-67.0% |
| Participant deferral / active EE | $7,397 | $3,777+95.8% | $3,317+123.0% | $5,439+36.0% |
| Admin fee / account holder | $2,529 | $6,063-58.3% | $4,960-49.0% | $10,886-76.8% |