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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 | $49,727 | $124,351-60.0% | $109,188-54.5% | $167,553-70.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 20.09% | 26.04%-6.0pp | 25.76%-5.7pp | 478.89%-458.8pp |
| Employer contribution / active EE | $2,161 | $4,210-48.7% | $3,723-42.0% | $4,840-55.4% |
| Participant deferral / active EE | $5,550 | $5,257+5.6% | $4,654+19.3% | $6,343-12.5% |
| Admin fee / account holder | $985 | $7,975-87.7% | $6,755-85.4% | $12,316-92.0% |