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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 | $72,499 | $110,410-34.3% | $102,437-29.2% | $145,897-50.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.09% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,532 | $4,217-40.0% | $3,871-34.6% | $4,663-45.7% |
| Participant deferral / active EE | $8,609 | $5,622+53.1% | $5,060+70.1% | $6,689+28.7% |
| Admin fee / account holder | $2,382 | $9,745-75.6% | $8,388-71.6% | $13,390-82.2% |