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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 | $77,825 | $105,856-26.5% | $90,161-13.7% | $147,586-47.3% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 15.44% | 37.63%-22.2pp | 34.89%-19.4pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,000 | $4,126-51.5% | $3,318-39.7% | $4,876-59.0% |
| Participant deferral / active EE | $6,704 | $5,733+16.9% | $5,287+26.8% | $5,439+23.3% |
| Admin fee / account holder | $809 | $8,046-90.0% | $5,943-86.4% | $10,886-92.6% |