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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 | $56,827 | $111,535-49.0% | $105,223-46.0% | $137,256-58.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 17.47% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,593 | $3,939-34.2% | $3,689-29.7% | $4,156-37.6% |
| Participant deferral / active EE | $6,903 | $5,500+25.5% | $5,072+36.1% | $6,407+7.7% |
| Admin fee / account holder | $8,024 | $9,721-17.5% | $8,859-9.4% | $12,270-34.6% |