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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 | $59,658 | $211,224-71.8% | $178,505-66.6% | $145,897-59.1% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 8.34% | 30.28%-21.9pp | 27.16%-18.8pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,700 | $4,577-62.8% | $3,955-57.0% | $4,663-63.5% |
| Participant deferral / active EE | $3,218 | $6,966-53.8% | $6,280-48.8% | $6,689-51.9% |
| Admin fee / account holder | $2,674 | $12,109-77.9% | $10,428-74.4% | $13,390-80.0% |