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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 | $71,470 | $101,063-29.3% | $81,473-12.3% | $147,586-51.6% |
| Participation rate | 60.0% | 74.5%-14.5pp | 68.0%-8.0pp | 82.8%-22.8pp |
| Annual return | 12.00% | 32.41%-20.4pp | 38.78%-26.8pp | 578.59%-566.6pp |
| Employer contribution / active EE | $2,028 | $3,206-36.7% | $2,568-21.0% | $4,876-58.4% |
| Participant deferral / active EE | $5,515 | $4,242+30.0% | $3,537+55.9% | $5,439+1.4% |
| Admin fee / account holder | $2,624 | $5,812-54.9% | $4,561-42.5% | $10,886-75.9% |