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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 | $54,260 | $98,760-45.1% | $149,715-63.8% | $79,858-32.1% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.5%-16.6pp | 69.6%-3.7pp |
| Annual return | 18.05% | 27.43%-9.4pp | 276.66%-258.6pp | 31.72%-13.7pp |
| Employer contribution / active EE | $3,082 | $3,217-4.2% | $4,645-33.7% | $2,471+24.7% |
| Participant deferral / active EE | $5,812 | $5,681+2.3% | $6,842-15.1% | $3,740+55.4% |
| Admin fee / account holder | $1,438 | $6,053-76.2% | $9,310-84.5% | $5,306-72.9% |