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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 | $85,727 | $117,895-27.3% | $102,460-16.3% | $145,897-41.2% |
| Participation rate | 52.2% | 78.6%-26.5pp | 76.5%-24.3pp | 80.3%-28.1pp |
| Annual return | 14.38% | 31.92%-17.5pp | 29.47%-15.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,363 | $3,619-62.3% | $3,025-54.9% | $4,663-70.8% |
| Participant deferral / active EE | $3,567 | $5,736-37.8% | $5,056-29.4% | $6,689-46.7% |
| Admin fee / account holder | $5,794 | $13,353-56.6% | $9,460-38.8% | $13,390-56.7% |