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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 | $67,954 | $102,828-33.9% | $105,387-35.5% | $152,885-55.6% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.6%-13.3pp | 82.5%-13.2pp |
| Annual return | 19.36% | 20.85%-1.5pp | 26.82%-7.5pp | 345.39%-326.0pp |
| Employer contribution / active EE | $3,171 | $4,473-29.1% | $4,213-24.7% | $4,763-33.4% |
| Participant deferral / active EE | $11,688 | $5,465+113.9% | $5,502+112.4% | $5,851+99.8% |
| Admin fee / account holder | $643 | $8,683-92.6% | $6,559-90.2% | $11,598-94.5% |