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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 | $60,133 | $117,895-49.0% | $102,460-41.3% | $145,897-58.8% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.43% | 31.92%-18.5pp | 29.47%-16.0pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,804 | $3,619-22.5% | $3,025-7.3% | $4,663-39.9% |
| Participant deferral / active EE | $4,369 | $5,736-23.8% | $5,056-13.6% | $6,689-34.7% |
| Admin fee / account holder | $4,946 | $13,353-63.0% | $9,460-47.7% | $13,390-63.1% |