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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 | $211,239-67.3% | $178,528-61.3% | $145,877-52.6% |
| Participation rate | 69.2% | 80.8%-11.6pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 15.36% | 30.22%-14.9pp | 27.11%-11.7pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,745 | $4,570-61.8% | $3,950-55.8% | $4,663-62.6% |
| Participant deferral / active EE | $4,310 | $6,963-38.1% | $6,278-31.4% | $6,691-35.6% |
| Admin fee / account holder | $1,348 | $12,095-88.9% | $10,419-87.1% | $13,402-89.9% |