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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 | $72,676 | $117,829-38.3% | $102,423-29.0% | $145,877-50.2% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.8pp | 80.3%-11.6pp |
| Annual return | 15.59% | 31.83%-16.2pp | 29.42%-13.8pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,680 | $3,615-53.5% | $3,023-44.4% | $4,663-64.0% |
| Participant deferral / active EE | $2,683 | $5,732-53.2% | $5,054-46.9% | $6,691-59.9% |
| Admin fee / account holder | $7,620 | $13,335-42.9% | $9,455-19.4% | $13,402-43.1% |