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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 | $53,399 | $129,737-58.8% | $119,126-55.2% | $154,746-65.5% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 27.84% | 379.08%-351.2pp | 282.11%-254.3pp | 172.34%-144.5pp |
| Employer contribution / active EE | $1,471 | $4,375-66.4% | $4,034-63.5% | $4,379-66.4% |
| Participant deferral / active EE | $3,696 | $5,842-36.7% | $5,318-30.5% | $6,730-45.1% |
| Admin fee / account holder | $12,704 | $11,961+6.2% | $10,693+18.8% | $14,365-11.6% |