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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 | $75,585 | $117,895-35.9% | $102,460-26.2% | $145,897-48.2% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 15.01% | 31.92%-16.9pp | 29.47%-14.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,431 | $3,619-60.5% | $3,025-52.7% | $4,663-69.3% |
| Participant deferral / active EE | $9,563 | $5,736+66.7% | $5,056+89.1% | $6,689+43.0% |
| Admin fee / account holder | $12,710 | $13,353-4.8% | $9,460+34.3% | $13,390-5.1% |