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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 | $55,733 | $89,367-37.6% | $141,191-60.5% | $72,975-23.6% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 27.57% | 111.87%-84.3pp | 71.41%-43.8pp | 81.01%-53.4pp |
| Employer contribution / active EE | $1,986 | $3,115-36.2% | $4,736-58.1% | $2,440-18.6% |
| Participant deferral / active EE | $5,445 | $5,419+0.5% | $6,710-18.9% | $3,608+50.9% |
| Admin fee / account holder | $1,728 | $5,957-71.0% | $10,264-83.2% | $5,124-66.3% |