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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 | $72,101 | $91,198-20.9% | $178,503-59.6% | $79,856-9.7% |
| Participation rate | 67.9% | 69.2%-1.3pp | 81.9%-14.0pp | 69.6%-1.7pp |
| Annual return | 10.50% | 24.20%-13.7pp | 151.12%-140.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,417 | $3,257-56.5% | $5,011-71.7% | $2,471-42.7% |
| Participant deferral / active EE | $2,601 | $3,237-19.6% | $5,202-50.0% | $3,741-30.5% |
| Admin fee / account holder | $8,193 | $6,748+21.4% | $13,987-41.4% | $5,306+54.4% |