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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 | $58,125 | $89,367-35.0% | $141,191-58.8% | $72,975-20.3% |
| Participation rate | 60.7% | 75.1%-14.4pp | 82.5%-21.8pp | 69.5%-8.8pp |
| Annual return | 26.73% | 111.87%-85.1pp | 71.41%-44.7pp | 81.01%-54.3pp |
| Employer contribution / active EE | $3,860 | $3,115+23.9% | $4,736-18.5% | $2,440+58.2% |
| Participant deferral / active EE | $5,483 | $5,419+1.2% | $6,710-18.3% | $3,608+52.0% |
| Admin fee / account holder | $3,802 | $5,957-36.2% | $10,264-63.0% | $5,124-25.8% |