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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 | $60,366 | $142,430-57.6% | $115,170-47.6% | $152,897-60.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.5%-32.5pp |
| Annual return | 20.50% | 41.48%-21.0pp | 35.60%-15.1pp | 345.43%-324.9pp |
| Employer contribution / active EE | $2,319 | $4,011-42.2% | $3,179-27.1% | $4,764-51.3% |
| Participant deferral / active EE | $4,149 | $5,165-19.7% | $4,169-0.5% | $5,851-29.1% |
| Admin fee / account holder | $7,965 | $8,464-5.9% | $7,089+12.4% | $11,599-31.3% |