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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 | $81,062 | $86,288-6.1% | $111,306-27.2% | $85,851-5.6% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.7pp | 69.3%-2.7pp |
| Annual return | 26.31% | 19.99%+6.3pp | 54.67%-28.4pp | 318.63%-292.3pp |
| Employer contribution / active EE | $1,452 | $2,044-29.0% | $2,732-46.9% | $2,565-43.4% |
| Participant deferral / active EE | $2,844 | $3,641-21.9% | $4,488-36.6% | $3,952-28.1% |
| Admin fee / account holder | $1,115 | $8,189-86.4% | $7,966-86.0% | $6,261-82.2% |