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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 | $63,335 | $78,707-19.5% | $117,861-46.3% | $70,126-9.7% |
| Participation rate | 66.7% | 73.2%-6.5pp | 79.7%-13.0pp | 69.5%-2.9pp |
| Annual return | 18.92% | 23.30%-4.4pp | 335.11%-316.2pp | 73.15%-54.2pp |
| Employer contribution / active EE | $2,055 | $2,223-7.6% | $3,786-45.7% | $2,343-12.3% |
| Participant deferral / active EE | $4,814 | $3,297+46.0% | $4,482+7.4% | $3,332+44.5% |
| Admin fee / account holder | $805 | $5,066-84.1% | $8,021-90.0% | $4,645-82.7% |