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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 | $70,539 | $117,895-40.2% | $102,460-31.2% | $145,897-51.7% |
| Participation rate | 52.4% | 78.6%-26.3pp | 76.5%-24.1pp | 80.3%-27.9pp |
| Annual return | 23.38% | 31.92%-8.5pp | 29.47%-6.1pp | 552.29%-528.9pp |
| Employer contribution / active EE | $2,165 | $3,619-40.2% | $3,025-28.4% | $4,663-53.6% |
| Participant deferral / active EE | $3,447 | $5,736-39.9% | $5,056-31.8% | $6,689-48.5% |
| Admin fee / account holder | $6,064 | $13,353-54.6% | $9,460-35.9% | $13,390-54.7% |