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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 | $65,669 | $211,224-68.9% | $178,505-63.2% | $145,897-55.0% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 7.93% | 30.28%-22.4pp | 27.16%-19.2pp | 552.29%-544.4pp |
| Employer contribution / active EE | $2,154 | $4,577-52.9% | $3,955-45.5% | $4,663-53.8% |
| Participant deferral / active EE | $3,892 | $6,966-44.1% | $6,280-38.0% | $6,689-41.8% |
| Admin fee / account holder | $1,565 | $12,109-87.1% | $10,428-85.0% | $13,390-88.3% |