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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 | $110,248-52.9% | $95,728-45.7% | $139,456-62.7% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 18.04% | 27.16%-9.1pp | 28.40%-10.4pp | 373.45%-355.4pp |
| Employer contribution / active EE | $2,089 | $3,258-35.9% | $2,835-26.3% | $4,753-56.0% |
| Participant deferral / active EE | $8,836 | $4,675+89.0% | $4,245+108.2% | $6,711+31.7% |
| Admin fee / account holder | $1,519 | $6,607-77.0% | $5,673-73.2% | $11,407-86.7% |