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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 | $52,709 | $124,425-57.6% | $112,040-53.0% | $137,256-61.6% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 16.95% | 24.72%-7.8pp | 24.52%-7.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,681 | $3,411-21.4% | $2,954-9.2% | $4,156-35.5% |
| Participant deferral / active EE | $9,360 | $5,718+63.7% | $5,098+83.6% | $6,407+46.1% |
| Admin fee / account holder | $443 | $15,207-97.1% | $12,098-96.3% | $12,270-96.4% |