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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 | $50,006 | $106,267-52.9% | $96,520-48.2% | $139,456-64.1% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 15.75% | 38.45%-22.7pp | 35.72%-20.0pp | 373.45%-357.7pp |
| Employer contribution / active EE | $1,571 | $4,105-61.7% | $3,739-58.0% | $4,753-66.9% |
| Participant deferral / active EE | $6,078 | $5,454+11.4% | $4,879+24.6% | $6,711-9.4% |
| Admin fee / account holder | $3,605 | $7,882-54.3% | $6,733-46.5% | $11,407-68.4% |