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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 | $87,895 | $110,307-20.3% | $96,576-9.0% | $139,456-37.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 20.63% | 26.40%-5.8pp | 25.87%-5.2pp | 373.45%-352.8pp |
| Employer contribution / active EE | $2,621 | $3,619-27.6% | $2,965-11.6% | $4,753-44.9% |
| Participant deferral / active EE | $8,571 | $5,547+54.5% | $4,851+76.7% | $6,711+27.7% |
| Admin fee / account holder | $750 | $11,597-93.5% | $8,253-90.9% | $11,407-93.4% |