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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 | $69,159 | $211,288-67.3% | $178,540-61.3% | $145,884-52.6% |
| Participation rate | 69.2% | 80.8%-11.6pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 15.36% | 30.27%-14.9pp | 27.15%-11.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,745 | $4,574-61.8% | $3,953-55.8% | $4,662-62.6% |
| Participant deferral / active EE | $4,310 | $6,967-38.1% | $6,281-31.4% | $6,690-35.6% |
| Admin fee / account holder | $1,348 | $12,105-88.9% | $10,424-87.1% | $13,392-89.9% |