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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 | $66,621 | $96,965-31.3% | $97,995-32.0% | $147,586-54.9% |
| Participation rate | 58.8% | 83.6%-24.8pp | 82.4%-23.6pp | 82.8%-24.0pp |
| Annual return | 17.35% | 24.11%-6.8pp | 23.94%-6.6pp | 578.59%-561.2pp |
| Employer contribution / active EE | $4,969 | $4,536+9.5% | $4,158+19.5% | $4,876+1.9% |
| Participant deferral / active EE | $2,509 | $5,081-50.6% | $5,097-50.8% | $5,439-53.9% |
| Admin fee / account holder | $2,130 | $8,120-73.8% | $5,943-64.2% | $10,886-80.4% |