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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 | $97,765-43.8% | $103,486-46.9% | $145,884-62.4% |
| Participation rate | 62.5% | 81.1%-18.6pp | 80.5%-18.0pp | 80.3%-17.8pp |
| Annual return | 10.24% | 25.44%-15.2pp | 23.93%-13.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,089 | $4,687-55.4% | $4,679-55.4% | $4,662-55.2% |
| Participant deferral / active EE | $4,698 | $6,606-28.9% | $6,628-29.1% | $6,690-29.8% |
| Admin fee / account holder | $2,550 | $12,505-79.6% | $9,354-72.7% | $13,392-81.0% |