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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 | $75,357 | $211,288-64.3% | $178,540-57.8% | $145,884-48.3% |
| Participation rate | 61.5% | 80.8%-19.3pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 13.91% | 30.27%-16.4pp | 27.15%-13.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $656 | $4,574-85.7% | $3,953-83.4% | $4,662-85.9% |
| Participant deferral / active EE | $7,513 | $6,967+7.8% | $6,281+19.6% | $6,690+12.3% |
| Admin fee / account holder | $2,804 | $12,105-76.8% | $10,424-73.1% | $13,392-79.1% |