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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 | $59,867 | $98,760-39.4% | $149,715-60.0% | $79,858-25.0% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.5%-26.9pp | 69.6%-14.1pp |
| Annual return | 19.06% | 27.43%-8.4pp | 276.66%-257.6pp | 31.72%-12.7pp |
| Employer contribution / active EE | $2,528 | $3,217-21.4% | $4,645-45.6% | $2,471+2.3% |
| Participant deferral / active EE | $6,314 | $5,681+11.1% | $6,842-7.7% | $3,740+68.8% |
| Admin fee / account holder | $14,165 | $6,053+134.0% | $9,310+52.2% | $5,306+167.0% |