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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 | $61,939 | $212,386-70.8% | $199,883-69.0% | $138,895-55.4% |
| Participation rate | 55.6% | 87.4%-31.8pp | 86.8%-31.2pp | 79.9%-24.4pp |
| Annual return | 14.18% | 47.75%-33.6pp | 43.81%-29.6pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,652 | $6,625-75.1% | $6,261-73.6% | $4,194-60.6% |
| Participant deferral / active EE | $5,360 | $9,617-44.3% | $9,138-41.3% | $6,396-16.2% |
| Admin fee / account holder | $13,706 | $18,233-24.8% | $17,268-20.6% | $12,562+9.1% |