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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 | $85,421 | $110,410-22.6% | $102,437-16.6% | $145,897-41.5% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.5pp |
| Annual return | 11.66% | 24.85%-13.2pp | 24.95%-13.3pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,385 | $4,217-67.2% | $3,871-64.2% | $4,663-70.3% |
| Participant deferral / active EE | $6,357 | $5,622+13.1% | $5,060+25.6% | $6,689-5.0% |
| Admin fee / account holder | $4,538 | $9,745-53.4% | $8,388-45.9% | $13,390-66.1% |