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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 | $61,447 | $117,895-47.9% | $102,460-40.0% | $145,897-57.9% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 31.62% | 31.92%-0.3pp | 29.47%+2.2pp | 552.29%-520.7pp |
| Employer contribution / active EE | $2,114 | $3,619-41.6% | $3,025-30.1% | $4,663-54.7% |
| Participant deferral / active EE | $4,367 | $5,736-23.9% | $5,056-13.6% | $6,689-34.7% |
| Admin fee / account holder | $20,095 | $13,353+50.5% | $9,460+112.4% | $13,390+50.1% |