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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 | $51,160 | $110,337-53.6% | $102,383-50.0% | $145,877-64.9% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 19.27% | 24.83%-5.6pp | 24.94%-5.7pp | 551.28%-532.0pp |
| Employer contribution / active EE | $1,639 | $4,216-61.1% | $3,870-57.7% | $4,663-64.9% |
| Participant deferral / active EE | $4,606 | $5,621-18.0% | $5,060-9.0% | $6,691-31.2% |
| Admin fee / account holder | $2,001 | $9,750-79.5% | $8,391-76.2% | $13,402-85.1% |