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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 | $79,750 | $69,274+15.1% | $64,097+24.4% | $139,487-42.8% |
| Participation rate | 66.7% | 75.6%-9.0pp | 72.3%-5.7pp | 80.3%-13.7pp |
| Annual return | 17.16% | 46.00%-28.8pp | 33.75%-16.6pp | 373.84%-356.7pp |
| Employer contribution / active EE | $1,512 | $3,187-52.6% | $2,750-45.0% | $4,755-68.2% |
| Participant deferral / active EE | $7,685 | $4,685+64.0% | $3,881+98.0% | $6,713+14.5% |
| Admin fee / account holder | $1,039 | $4,247-75.5% | $3,070-66.2% | $11,407-90.9% |