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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 | $64,813 | $110,337-41.3% | $102,383-36.7% | $145,877-55.6% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.5%-9.3pp | 80.3%-15.1pp |
| Annual return | 14.06% | 24.83%-10.8pp | 24.94%-10.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,047 | $4,216-51.5% | $3,870-47.1% | $4,663-56.1% |
| Participant deferral / active EE | $5,821 | $5,621+3.6% | $5,060+15.1% | $6,691-13.0% |
| Admin fee / account holder | $3,599 | $9,750-63.1% | $8,391-57.1% | $13,402-73.1% |