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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 | $68,964 | $117,895-41.5% | $102,460-32.7% | $145,897-52.7% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 16.06% | 31.92%-15.9pp | 29.47%-13.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,466 | $3,619-31.8% | $3,025-18.5% | $4,663-47.1% |
| Participant deferral / active EE | $4,380 | $5,736-23.6% | $5,056-13.4% | $6,689-34.5% |
| Admin fee / account holder | $1,758 | $13,353-86.8% | $9,460-81.4% | $13,390-86.9% |