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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 | $63,514 | $124,980-49.2% | $108,359-41.4% | $154,746-59.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 14.61% | 45.00%-30.4pp | 36.89%-22.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $3,072 | $2,851+7.8% | $2,399+28.0% | $4,379-29.8% |
| Participant deferral / active EE | $3,072 | $4,743-35.2% | $4,137-25.7% | $6,730-54.4% |
| Admin fee / account holder | $5,261 | $11,502-54.3% | $9,741-46.0% | $14,365-63.4% |