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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 | $87,838 | $110,379-20.4% | $102,412-14.2% | $145,884-39.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.20% | 24.84%-10.6pp | 24.94%-10.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,748 | $4,216-34.8% | $3,870-29.0% | $4,662-41.1% |
| Participant deferral / active EE | $7,817 | $5,622+39.1% | $5,060+54.5% | $6,690+16.9% |
| Admin fee / account holder | $505 | $9,745-94.8% | $8,388-94.0% | $13,392-96.2% |