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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 | $63,989 | $211,288-69.7% | $178,540-64.2% | $145,884-56.1% |
| Participation rate | 47.6% | 80.8%-33.2pp | 77.1%-29.5pp | 80.3%-32.7pp |
| Annual return | 12.23% | 30.27%-18.0pp | 27.15%-14.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,010 | $4,574-56.1% | $3,953-49.2% | $4,662-56.9% |
| Participant deferral / active EE | $3,479 | $6,967-50.1% | $6,281-44.6% | $6,690-48.0% |
| Admin fee / account holder | $673 | $12,105-94.4% | $10,424-93.5% | $13,392-95.0% |