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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 | $59,001 | $111,814-47.2% | $103,374-42.9% | $145,959-59.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 21.47% | 24.77%-3.3pp | 24.89%-3.4pp | 561.95%-540.5pp |
| Employer contribution / active EE | $1,755 | $4,214-58.3% | $3,869-54.6% | $4,661-62.3% |
| Participant deferral / active EE | $5,726 | $5,618+1.9% | $5,058+13.2% | $6,689-14.4% |
| Admin fee / account holder | $316 | $9,754-96.8% | $8,394-96.2% | $13,398-97.6% |