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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 | $55,084 | $124,425-55.7% | $112,040-50.8% | $137,256-59.9% |
| Participation rate | 60.9% | 79.3%-18.4pp | 76.5%-15.6pp | 80.0%-19.1pp |
| Annual return | 15.27% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,818 | $3,411+11.9% | $2,954+29.3% | $4,156-8.1% |
| Participant deferral / active EE | $3,244 | $5,718-43.3% | $5,098-36.4% | $6,407-49.4% |
| Admin fee / account holder | $3,127 | $15,207-79.4% | $12,098-74.2% | $12,270-74.5% |