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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 | $57,505 | $104,694-45.1% | $85,709-32.9% | $167,536-65.7% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.9%-7.4pp | 82.1%-19.6pp |
| Annual return | 9.68% | 21.45%-11.8pp | 21.49%-11.8pp | 478.82%-469.1pp |
| Employer contribution / active EE | $2,296 | $3,337-31.2% | $2,619-12.3% | $4,839-52.6% |
| Participant deferral / active EE | $5,357 | $4,826+11.0% | $3,924+36.5% | $6,342-15.5% |
| Admin fee / account holder | $883 | $10,035-91.2% | $6,876-87.2% | $12,315-92.8% |