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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 | $78,422 | $98,776-20.6% | $149,745-47.6% | $79,856-1.8% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.5%-14.6pp | 69.6%-1.7pp |
| Annual return | 14.51% | 27.38%-12.9pp | 276.72%-262.2pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,606 | $3,217-19.0% | $4,646-43.9% | $2,471+5.4% |
| Participant deferral / active EE | $3,859 | $5,681-32.1% | $6,843-43.6% | $3,741+3.2% |
| Admin fee / account holder | $322 | $6,053-94.7% | $9,312-96.5% | $5,306-93.9% |