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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 | $75,311 | $157,829-52.3% | $136,867-45.0% | $198,609-62.1% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 13.63% | 51.25%-37.6pp | 42.97%-29.3pp | 202.70%-189.1pp |
| Employer contribution / active EE | $1,759 | $3,923-55.2% | $3,547-50.4% | $5,055-65.2% |
| Participant deferral / active EE | $6,850 | $5,463+25.4% | $4,924+39.1% | $6,977-1.8% |
| Admin fee / account holder | $959 | $11,107-91.4% | $10,340-90.7% | $19,030-95.0% |