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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 | $70,161 | $102,547-31.6% | $78,210-10.3% | $147,586-52.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 18.20% | 51.08%-32.9pp | 40.90%-22.7pp | 578.59%-560.4pp |
| Employer contribution / active EE | $522 | $2,617-80.0% | $2,034-74.3% | $4,876-89.3% |
| Participant deferral / active EE | $3,034 | $3,481-12.8% | $2,823+7.5% | $5,439-44.2% |
| Admin fee / account holder | $649 | $5,059-87.2% | $3,758-82.7% | $10,886-94.0% |