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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 | $62,633 | $88,672-29.4% | $105,223-40.5% | $82,448-24.0% |
| Participation rate | 47.9% | 67.9%-20.0pp | 75.0%-27.1pp | 68.1%-20.2pp |
| Annual return | 13.43% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,499 | $3,048-18.0% | $3,689-32.2% | $2,551-2.0% |
| Participant deferral / active EE | $6,500 | $4,036+61.1% | $5,072+28.2% | $4,139+57.0% |
| Admin fee / account holder | $14,849 | $7,146+107.8% | $8,859+67.6% | $7,234+105.3% |