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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 | $54,909 | $97,078-43.4% | $103,065-46.7% | $145,897-62.4% |
| Participation rate | 62.5% | 81.1%-18.6pp | 80.6%-18.1pp | 80.3%-17.8pp |
| Annual return | 10.24% | 25.49%-15.2pp | 23.95%-13.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,089 | $4,680-55.4% | $4,675-55.3% | $4,663-55.2% |
| Participant deferral / active EE | $4,698 | $6,601-28.8% | $6,625-29.1% | $6,689-29.8% |
| Admin fee / account holder | $2,550 | $12,505-79.6% | $9,349-72.7% | $13,390-81.0% |