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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 | $82,610 | $142,354-42.0% | $125,529-34.2% | $155,188-46.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.7%-8.1pp | 80.8%-14.1pp |
| Annual return | 14.72% | 306.06%-291.3pp | 202.56%-187.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,235 | $3,501-64.7% | $3,058-59.6% | $4,248-70.9% |
| Participant deferral / active EE | $2,037 | $5,491-62.9% | $4,813-57.7% | $6,531-68.8% |
| Admin fee / account holder | $3,694 | $19,392-81.0% | $16,298-77.3% | $14,480-74.5% |