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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 | $97,751-43.8% | $103,447-46.9% | $145,877-62.4% |
| Participation rate | 62.5% | 81.1%-18.6pp | 80.5%-18.0pp | 80.3%-17.8pp |
| Annual return | 10.24% | 25.43%-15.2pp | 23.92%-13.7pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,089 | $4,684-55.4% | $4,678-55.3% | $4,663-55.2% |
| Participant deferral / active EE | $4,698 | $6,603-28.9% | $6,624-29.1% | $6,691-29.8% |
| Admin fee / account holder | $2,550 | $12,515-79.6% | $9,415-72.9% | $13,402-81.0% |