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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 | $63,519 | $117,829-46.1% | $102,423-38.0% | $145,877-56.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.09% | 31.83%-21.7pp | 29.42%-19.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,998 | $3,615-44.7% | $3,023-33.9% | $4,663-57.1% |
| Participant deferral / active EE | $5,315 | $5,732-7.3% | $5,054+5.2% | $6,691-20.6% |
| Admin fee / account holder | $6,360 | $13,335-52.3% | $9,455-32.7% | $13,402-52.5% |