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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 | $81,286 | $232,540-65.0% | $185,117-56.1% | $147,586-44.9% |
| Participation rate | 63.6% | 82.4%-18.7pp | 77.3%-13.6pp | 82.8%-19.2pp |
| Annual return | 21.73% | 43.03%-21.3pp | 40.50%-18.8pp | 578.59%-556.9pp |
| Employer contribution / active EE | $1,097 | $5,195-78.9% | $4,182-73.8% | $4,876-77.5% |
| Participant deferral / active EE | $5,477 | $5,834-6.1% | $5,045+8.6% | $5,439+0.7% |
| Admin fee / account holder | $2,957 | $10,275-71.2% | $8,159-63.8% | $10,886-72.8% |