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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 | $56,863 | $99,994-43.1% | $146,647-61.2% | $85,851-33.8% |
| Participation rate | 60.0% | 73.1%-13.1pp | 80.1%-20.1pp | 69.3%-9.3pp |
| Annual return | 16.24% | 18.93%-2.7pp | 22.75%-6.5pp | 318.63%-302.4pp |
| Employer contribution / active EE | $1,784 | $2,559-30.3% | $4,137-56.9% | $2,565-30.5% |
| Participant deferral / active EE | $4,112 | $4,006+2.6% | $5,506-25.3% | $3,952+4.0% |
| Admin fee / account holder | $5,788 | $7,703-24.9% | $10,281-43.7% | $6,261-7.5% |