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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 | $63,721 | $127,296-49.9% | $109,907-42.0% | $167,536-62.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 23.78% | 22.97%+0.8pp | 29.46%-5.7pp | 478.82%-455.0pp |
| Employer contribution / active EE | $2,020 | $3,325-39.3% | $2,844-29.0% | $4,839-58.3% |
| Participant deferral / active EE | $5,766 | $4,513+27.8% | $4,047+42.5% | $6,342-9.1% |
| Admin fee / account holder | $593 | $7,119-91.7% | $6,069-90.2% | $12,315-95.2% |