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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 | $58,886 | $110,410-46.7% | $102,437-42.5% | $145,897-59.6% |
| Participation rate | 69.6% | 77.9%-8.4pp | 74.5%-4.9pp | 80.3%-10.7pp |
| Annual return | 14.26% | 24.85%-10.6pp | 24.95%-10.7pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,858 | $4,217-55.9% | $3,871-52.0% | $4,663-60.2% |
| Participant deferral / active EE | $2,781 | $5,622-50.5% | $5,060-45.0% | $6,689-58.4% |
| Admin fee / account holder | $3,548 | $9,745-63.6% | $8,388-57.7% | $13,390-73.5% |