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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 | $67,727 | $98,760-31.4% | $149,715-54.8% | $79,858-15.2% |
| Participation rate | 68.1% | 75.8%-7.7pp | 82.5%-14.4pp | 69.6%-1.6pp |
| Annual return | 12.62% | 27.43%-14.8pp | 276.66%-264.0pp | 31.72%-19.1pp |
| Employer contribution / active EE | $1,817 | $3,217-43.5% | $4,645-60.9% | $2,471-26.5% |
| Participant deferral / active EE | $5,142 | $5,681-9.5% | $6,842-24.9% | $3,740+37.5% |
| Admin fee / account holder | $8,571 | $6,053+41.6% | $9,310-7.9% | $5,306+61.5% |