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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 | $82,186 | $154,159-46.7% | $130,026-36.8% | $139,456-41.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 10.49% | 32.50%-22.0pp | -137.26%+147.8pp | 373.45%-363.0pp |
| Employer contribution / active EE | $1,401 | $5,292-73.5% | $4,321-67.6% | $4,753-70.5% |
| Participant deferral / active EE | $4,184 | $6,710-37.6% | $5,821-28.1% | $6,711-37.7% |
| Admin fee / account holder | $382 | $14,001-97.3% | $10,608-96.4% | $11,407-96.6% |