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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 | $68,520 | $110,278-37.9% | $95,740-28.4% | $139,466-50.9% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 15.49% | 27.19%-11.7pp | 28.41%-12.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $2,023 | $3,260-38.0% | $2,836-28.7% | $4,754-57.4% |
| Participant deferral / active EE | $6,744 | $4,674+44.3% | $4,244+58.9% | $6,712+0.5% |
| Admin fee / account holder | $1,782 | $6,613-73.1% | $5,676-68.6% | $11,409-84.4% |