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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 | $60,519 | $201,344-69.9% | $184,243-67.2% | $145,877-58.5% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 21.22% | 29.01%-7.8pp | 28.82%-7.6pp | 551.28%-530.1pp |
| Employer contribution / active EE | $1,962 | $7,022-72.1% | $6,427-69.5% | $4,663-57.9% |
| Participant deferral / active EE | $6,010 | $9,807-38.7% | $9,132-34.2% | $6,691-10.2% |
| Admin fee / account holder | $2,376 | $16,382-85.5% | $13,914-82.9% | $13,402-82.3% |