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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 | $51,543 | $110,410-53.3% | $102,437-49.7% | $145,897-64.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 18.51% | 24.85%-6.3pp | 24.95%-6.4pp | 552.29%-533.8pp |
| Employer contribution / active EE | $2,258 | $4,217-46.5% | $3,871-41.7% | $4,663-51.6% |
| Participant deferral / active EE | $7,264 | $5,622+29.2% | $5,060+43.6% | $6,689+8.6% |
| Admin fee / account holder | $566 | $9,745-94.2% | $8,388-93.3% | $13,390-95.8% |