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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 | $90,753 | $175,259-48.2% | $149,723-39.4% | $139,487-34.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.19% | 166.82%-148.6pp | 134.50%-116.3pp | 373.84%-355.7pp |
| Employer contribution / active EE | $1,846 | $5,478-66.3% | $4,821-61.7% | $4,755-61.2% |
| Participant deferral / active EE | $8,403 | $6,522+28.9% | $5,682+47.9% | $6,713+25.2% |
| Admin fee / account holder | $2,747 | $16,158-83.0% | $13,215-79.2% | $11,407-75.9% |