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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 | $82,301 | $162,821-49.5% | $133,978-38.6% | $158,982-48.2% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 12.76% | 41.95%-29.2pp | 45.10%-32.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $2,399 | $4,976-51.8% | $3,919-38.8% | $4,763-49.6% |
| Participant deferral / active EE | $3,669 | $5,910-37.9% | $5,047-27.3% | $5,983-38.7% |
| Admin fee / account holder | $361 | $11,742-96.9% | $8,930-96.0% | $11,252-96.8% |