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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 | $61,033 | $176,786-65.5% | $146,643-58.4% | $167,536-63.6% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 20.85% | 24.04%-3.2pp | 22.75%-1.9pp | 478.82%-458.0pp |
| Employer contribution / active EE | $3,056 | $5,161-40.8% | $4,137-26.1% | $4,839-36.9% |
| Participant deferral / active EE | $7,446 | $6,440+15.6% | $5,506+35.2% | $6,342+17.4% |
| Admin fee / account holder | $1,152 | $13,262-91.3% | $10,280-88.8% | $12,315-90.6% |