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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 | $81,417 | $165,939-50.9% | $122,354-33.5% | $147,586-44.8% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 10.93% | 34.56%-23.6pp | 30.28%-19.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $615 | $5,754-89.3% | $4,051-84.8% | $4,876-87.4% |
| Participant deferral / active EE | $4,077 | $4,005+1.8% | $3,287+24.0% | $5,439-25.0% |
| Admin fee / account holder | $4,242 | $7,425-42.9% | $5,479-22.6% | $10,886-61.0% |