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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 | $62,221 | $106,247-41.4% | $96,515-35.5% | $139,466-55.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.65% | 38.47%-20.8pp | 35.73%-18.1pp | 373.66%-356.0pp |
| Employer contribution / active EE | $1,933 | $4,106-52.9% | $3,740-48.3% | $4,754-59.3% |
| Participant deferral / active EE | $7,483 | $5,456+37.2% | $4,880+53.4% | $6,712+11.5% |
| Admin fee / account holder | $691 | $7,885-91.2% | $6,735-89.7% | $11,409-93.9% |