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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 | $73,078 | $176,838-58.7% | $146,685-50.2% | $167,518-56.4% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 15.14% | 24.04%-8.9pp | 22.75%-7.6pp | 478.71%-463.6pp |
| Employer contribution / active EE | $1,934 | $5,161-62.5% | $4,137-53.3% | $4,838-60.0% |
| Participant deferral / active EE | $3,157 | $6,441-51.0% | $5,507-42.7% | $6,342-50.2% |
| Admin fee / account holder | $501 | $13,262-96.2% | $10,281-95.1% | $12,312-95.9% |