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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 | $69,107 | $176,786-60.9% | $146,643-52.9% | $167,536-58.8% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 18.57% | 24.04%-5.5pp | 22.75%-4.2pp | 478.82%-460.2pp |
| Employer contribution / active EE | $2,200 | $5,161-57.4% | $4,137-46.8% | $4,839-54.5% |
| Participant deferral / active EE | $2,626 | $6,440-59.2% | $5,506-52.3% | $6,342-58.6% |
| Admin fee / account holder | $954 | $13,262-92.8% | $10,280-90.7% | $12,315-92.3% |