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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 | $59,716 | $95,415-37.4% | $185,851-67.9% | $85,851-30.4% |
| Participation rate | 55.3% | 68.8%-13.4pp | 81.7%-26.4pp | 69.3%-14.0pp |
| Annual return | 17.58% | 23.59%-6.0pp | 122.11%-104.5pp | 318.63%-301.1pp |
| Employer contribution / active EE | $2,523 | $3,314-23.9% | $5,168-51.2% | $2,565-1.7% |
| Participant deferral / active EE | $4,322 | $3,424+26.2% | $5,569-22.4% | $3,952+9.4% |
| Admin fee / account holder | $6,275 | $7,215-13.0% | $16,245-61.4% | $6,261+0.2% |