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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 | $69,192 | $83,337-17.0% | $67,834+2.0% | $273,972-74.7% |
| Participation rate | 57.1% | 76.4%-19.3pp | 68.8%-11.7pp | 83.0%-25.9pp |
| Annual return | 6.22% | 259.45%-253.2pp | 138.47%-132.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,474 | $3,287-24.7% | $2,403+2.9% | $4,869-49.2% |
| Participant deferral / active EE | $4,366 | $4,088+6.8% | $3,160+38.2% | $5,287-17.4% |
| Admin fee / account holder | $1,330 | $6,752-80.3% | $4,622-71.2% | $10,133-86.9% |