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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 | $96,479 | $211,288-54.3% | $178,540-46.0% | $145,884-33.9% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 12.32% | 30.27%-18.0pp | 27.15%-14.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,313 | $4,574-49.4% | $3,953-41.5% | $4,662-50.4% |
| Participant deferral / active EE | $6,034 | $6,967-13.4% | $6,281-3.9% | $6,690-9.8% |
| Admin fee / account holder | $3,223 | $12,105-73.4% | $10,424-69.1% | $13,392-75.9% |