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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 | $56,116 | $116,190-51.7% | $93,614-40.1% | $152,885-63.3% |
| Participation rate | 61.1% | 78.0%-16.9pp | 75.8%-14.7pp | 82.5%-21.3pp |
| Annual return | 25.00% | 35.96%-11.0pp | 32.76%-7.8pp | 345.39%-320.4pp |
| Employer contribution / active EE | $2,343 | $3,219-27.2% | $2,718-13.8% | $4,763-50.8% |
| Participant deferral / active EE | $4,266 | $4,604-7.3% | $4,069+4.8% | $5,851-27.1% |
| Admin fee / account holder | $1,505 | $10,749-86.0% | $7,889-80.9% | $11,598-87.0% |