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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 | $62,874 | $110,410-43.1% | $102,437-38.6% | $145,897-56.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 16.67% | 24.85%-8.2pp | 24.95%-8.3pp | 552.29%-535.6pp |
| Employer contribution / active EE | $3,254 | $4,217-22.8% | $3,871-15.9% | $4,663-30.2% |
| Participant deferral / active EE | $9,949 | $5,622+77.0% | $5,060+96.6% | $6,689+48.7% |
| Admin fee / account holder | $875 | $9,745-91.0% | $8,388-89.6% | $13,390-93.5% |