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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 | $76,393 | $105,284-27.4% | $150,734-49.3% | $94,015-18.7% |
| Participation rate | 60.0% | 71.7%-11.7pp | 78.4%-18.4pp | 70.8%-10.8pp |
| Annual return | 10.62% | 15.67%-5.1pp | 600.81%-590.2pp | 17.84%-7.2pp |
| Employer contribution / active EE | $1,508 | $3,599-58.1% | $4,918-69.3% | $2,790-46.0% |
| Participant deferral / active EE | $3,626 | $4,274-15.2% | $5,610-35.4% | $4,249-14.7% |
| Admin fee / account holder | $3,168 | $9,839-67.8% | $14,905-78.7% | $8,951-64.6% |