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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 | $125,778-41.6% | $114,563-35.9% | $154,746-52.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.9%-10.4pp | 80.7%-18.2pp |
| Annual return | 12.90% | 295.14%-282.2pp | 241.09%-228.2pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,789 | $2,806-36.3% | $2,592-31.0% | $4,379-59.2% |
| Participant deferral / active EE | $8,571 | $4,445+92.8% | $4,142+106.9% | $6,730+27.3% |
| Admin fee / account holder | $6,679 | $8,190-18.4% | $7,623-12.4% | $14,365-53.5% |