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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 | $117,895-46.1% | $102,460-38.0% | $145,897-56.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.09% | 31.92%-21.8pp | 29.47%-19.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,998 | $3,619-44.8% | $3,025-33.9% | $4,663-57.1% |
| Participant deferral / active EE | $5,315 | $5,736-7.3% | $5,056+5.1% | $6,689-20.5% |
| Admin fee / account holder | $6,360 | $13,353-52.4% | $9,460-32.8% | $13,390-52.5% |