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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 | $59,553 | $117,859-49.5% | $102,438-41.9% | $145,959-59.2% |
| Participation rate | 68.4% | 78.6%-10.2pp | 76.5%-8.1pp | 80.3%-11.9pp |
| Annual return | 9.52% | 31.72%-22.2pp | 29.37%-19.8pp | 561.95%-552.4pp |
| Employer contribution / active EE | $2,489 | $3,615-31.2% | $3,024-17.7% | $4,661-46.6% |
| Participant deferral / active EE | $5,201 | $5,732-9.3% | $5,054+2.9% | $6,689-22.2% |
| Admin fee / account holder | $383 | $13,318-97.1% | $9,448-96.0% | $13,398-97.1% |