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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 | $68,685 | $86,298-20.4% | $111,308-38.3% | $85,847-20.0% |
| Participation rate | 64.0% | 73.3%-9.3pp | 77.3%-13.3pp | 69.3%-5.3pp |
| Annual return | 14.17% | 19.99%-5.8pp | 54.67%-40.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $850 | $2,044-58.4% | $2,732-68.9% | $2,565-66.9% |
| Participant deferral / active EE | $2,258 | $3,641-38.0% | $4,487-49.7% | $3,952-42.9% |
| Admin fee / account holder | $11,384 | $8,189+39.0% | $7,965+42.9% | $6,261+81.8% |