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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 | $75,516 | $124,330-39.3% | $109,173-30.8% | $167,536-54.9% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 12.78% | 26.04%-13.3pp | 25.75%-13.0pp | 478.82%-466.0pp |
| Employer contribution / active EE | $2,630 | $4,209-37.5% | $3,723-29.3% | $4,839-45.6% |
| Participant deferral / active EE | $5,269 | $5,256+0.2% | $4,654+13.2% | $6,342-16.9% |
| Admin fee / account holder | $2,048 | $7,974-74.3% | $6,755-69.7% | $12,315-83.4% |