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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 | $51,948 | $110,278-52.9% | $95,740-45.7% | $139,466-62.8% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 18.04% | 27.19%-9.1pp | 28.41%-10.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $2,089 | $3,260-35.9% | $2,836-26.3% | $4,754-56.1% |
| Participant deferral / active EE | $8,836 | $4,674+89.0% | $4,244+108.2% | $6,712+31.6% |
| Admin fee / account holder | $1,519 | $6,613-77.0% | $5,676-73.2% | $11,409-86.7% |