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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 | $67,499 | $101,618-33.6% | $93,063-27.5% | $137,256-50.8% |
| Participation rate | 68.2% | 74.9%-6.8pp | 72.1%-3.9pp | 80.0%-11.8pp |
| Annual return | 16.83% | 223.95%-207.1pp | 34.15%-17.3pp | 220.34%-203.5pp |
| Employer contribution / active EE | $643 | $2,707-76.3% | $2,476-74.0% | $4,156-84.5% |
| Participant deferral / active EE | $2,663 | $4,279-37.8% | $3,958-32.7% | $6,407-58.4% |
| Admin fee / account holder | $4,492 | $6,198-27.5% | $6,033-25.5% | $12,270-63.4% |