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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 | $58,315 | $117,846-50.5% | $102,434-43.1% | $145,884-60.0% |
| Participation rate | 63.2% | 78.6%-15.5pp | 76.5%-13.4pp | 80.3%-17.1pp |
| Annual return | 16.48% | 31.90%-15.4pp | 29.46%-13.0pp | 551.85%-535.4pp |
| Employer contribution / active EE | $3,165 | $3,615-12.4% | $3,023+4.7% | $4,662-32.1% |
| Participant deferral / active EE | $5,757 | $5,733+0.4% | $5,055+13.9% | $6,690-13.9% |
| Admin fee / account holder | $12,619 | $13,356-5.5% | $9,462+33.4% | $13,392-5.8% |