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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 | $69,273 | $106,918-35.2% | $84,021-17.6% | $152,897-54.7% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 22.24% | 105.01%-82.8pp | 71.32%-49.1pp | 345.43%-323.2pp |
| Employer contribution / active EE | $1,813 | $2,735-33.7% | $1,984-8.6% | $4,764-61.9% |
| Participant deferral / active EE | $3,649 | $4,012-9.1% | $3,239+12.6% | $5,851-37.6% |
| Admin fee / account holder | $847 | $8,288-89.8% | $6,102-86.1% | $11,599-92.7% |