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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 | $73,467 | $101,618-27.7% | $93,063-21.1% | $137,256-46.5% |
| Participation rate | 62.5% | 74.9%-12.4pp | 72.1%-9.6pp | 80.0%-17.5pp |
| Annual return | 12.90% | 223.95%-211.0pp | 34.15%-21.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,789 | $2,707-33.9% | $2,476-27.8% | $4,156-57.0% |
| Participant deferral / active EE | $8,571 | $4,279+100.3% | $3,958+116.5% | $6,407+33.8% |
| Admin fee / account holder | $6,679 | $6,198+7.8% | $6,033+10.7% | $12,270-45.6% |