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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 | $63,367 | $111,535-43.2% | $105,223-39.8% | $137,256-53.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 26.12% | 237.85%-211.7pp | 180.65%-154.5pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,884 | $3,939-52.2% | $3,689-48.9% | $4,156-54.7% |
| Participant deferral / active EE | $5,454 | $5,500-0.8% | $5,072+7.5% | $6,407-14.9% |
| Admin fee / account holder | $4,341 | $9,721-55.3% | $8,859-51.0% | $12,270-64.6% |