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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 | $45,391 | $86,294-47.4% | $111,303-59.2% | $85,856-47.1% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.7pp |
| Annual return | 16.32% | 19.99%-3.7pp | 54.66%-38.3pp | 318.58%-302.3pp |
| Employer contribution / active EE | $2,026 | $2,043-0.9% | $2,731-25.8% | $2,565-21.0% |
| Participant deferral / active EE | $7,380 | $3,641+102.7% | $4,487+64.5% | $3,952+86.7% |
| Admin fee / account holder | $768 | $8,189-90.6% | $7,966-90.4% | $6,261-87.7% |