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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 | $73,498 | $93,345-21.3% | $119,126-38.3% | $87,485-16.0% |
| Participation rate | 65.5% | 68.7%-3.2pp | 75.8%-10.2pp | 68.9%-3.4pp |
| Annual return | 14.56% | 19.08%-4.5pp | 282.11%-267.5pp | 26.06%-11.5pp |
| Employer contribution / active EE | $986 | $3,172-68.9% | $4,034-75.5% | $2,596-62.0% |
| Participant deferral / active EE | $4,614 | $4,099+12.6% | $5,318-13.2% | $4,274+8.0% |
| Admin fee / account holder | $6,297 | $8,039-21.7% | $10,693-41.1% | $7,775-19.0% |