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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 | $60,408 | $149,679-59.6% | $117,039-48.4% | $147,586-59.1% |
| Participation rate | 55.6% | 83.5%-27.9pp | 77.2%-21.6pp | 82.8%-27.3pp |
| Annual return | 9.97% | 19.31%-9.3pp | 18.95%-9.0pp | 578.59%-568.6pp |
| Employer contribution / active EE | $2,008 | $4,937-59.3% | $3,785-46.9% | $4,876-58.8% |
| Participant deferral / active EE | $5,895 | $4,912+20.0% | $3,929+50.0% | $5,439+8.4% |
| Admin fee / account holder | $1,457 | $7,856-81.5% | $5,974-75.6% | $10,886-86.6% |