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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 | $65,133 | $157,270-58.6% | $141,173-53.9% | $152,870-57.4% |
| Participation rate | 52.4% | 84.8%-32.4pp | 82.5%-30.1pp | 82.4%-30.1pp |
| Annual return | 23.35% | 64.33%-41.0pp | 71.40%-48.0pp | 345.34%-322.0pp |
| Employer contribution / active EE | $3,222 | $5,261-38.8% | $4,735-32.0% | $4,763-32.4% |
| Participant deferral / active EE | $6,279 | $7,110-11.7% | $6,710-6.4% | $5,850+7.3% |
| Admin fee / account holder | $2,131 | $12,121-82.4% | $10,262-79.2% | $11,597-81.6% |