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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 | $56,576 | $110,212-48.7% | $96,534-41.4% | $139,466-59.4% |
| Participation rate | 47.6% | 78.1%-30.5pp | 76.0%-28.4pp | 80.3%-32.7pp |
| Annual return | 16.81% | 26.42%-9.6pp | 25.88%-9.1pp | 373.66%-356.9pp |
| Employer contribution / active EE | $1,394 | $3,620-61.5% | $2,965-53.0% | $4,754-70.7% |
| Participant deferral / active EE | $6,619 | $5,547+19.3% | $4,851+36.5% | $6,712-1.4% |
| Admin fee / account holder | $12,435 | $11,599+7.2% | $8,253+50.7% | $11,409+9.0% |