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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 | $54,212 | $110,379-50.9% | $102,412-47.1% | $145,884-62.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 18.38% | 24.84%-6.5pp | 24.94%-6.6pp | 551.85%-533.5pp |
| Employer contribution / active EE | $3,376 | $4,216-19.9% | $3,870-12.8% | $4,662-27.6% |
| Participant deferral / active EE | $7,982 | $5,622+42.0% | $5,060+57.7% | $6,690+19.3% |
| Admin fee / account holder | $4,633 | $9,745-52.5% | $8,388-44.8% | $13,392-65.4% |