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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 | $62,963 | $78,670-20.0% | $109,173-42.3% | $85,847-26.7% |
| Participation rate | 40.0% | 68.3%-28.3pp | 75.9%-35.9pp | 69.3%-29.3pp |
| Annual return | 13.14% | 25.09%-11.9pp | 25.75%-12.6pp | 318.61%-305.5pp |
| Employer contribution / active EE | $1,820 | $2,734-33.4% | $3,723-51.1% | $2,565-29.1% |
| Participant deferral / active EE | $4,291 | $3,467+23.7% | $4,654-7.8% | $3,952+8.6% |
| Admin fee / account holder | $12,107 | $5,469+121.4% | $6,755+79.2% | $6,261+93.4% |