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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 | $85,093 | $114,237-25.5% | $119,258-28.6% | $167,536-49.2% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.7%-16.1pp | 82.1%-15.4pp |
| Annual return | 11.40% | 29.87%-18.5pp | 30.69%-19.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $4,654 | $4,481+3.9% | $4,384+6.2% | $4,839-3.8% |
| Participant deferral / active EE | $7,008 | $6,084+15.2% | $6,111+14.7% | $6,342+10.5% |
| Admin fee / account holder | $335 | $8,932-96.3% | $7,226-95.4% | $12,315-97.3% |