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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 | $117,846-27.3% | $102,434-16.3% | $145,884-41.2% |
| Participation rate | 52.2% | 78.6%-26.4pp | 76.5%-24.3pp | 80.3%-28.1pp |
| Annual return | 14.38% | 31.90%-17.5pp | 29.46%-15.1pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,363 | $3,615-62.3% | $3,023-54.9% | $4,662-70.8% |
| Participant deferral / active EE | $3,567 | $5,733-37.8% | $5,055-29.4% | $6,690-46.7% |
| Admin fee / account holder | $5,794 | $13,356-56.6% | $9,462-38.8% | $13,392-56.7% |