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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 | $74,563 | $106,267-29.8% | $96,520-22.7% | $139,456-46.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 12.88% | 38.45%-25.6pp | 35.72%-22.8pp | 373.45%-360.6pp |
| Employer contribution / active EE | $1,687 | $4,105-58.9% | $3,739-54.9% | $4,753-64.5% |
| Participant deferral / active EE | $7,147 | $5,454+31.0% | $4,879+46.5% | $6,711+6.5% |
| Admin fee / account holder | $1,995 | $7,882-74.7% | $6,733-70.4% | $11,407-82.5% |