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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 | $83,407 | $117,829-29.2% | $102,423-18.6% | $145,877-42.8% |
| Participation rate | 46.2% | 78.6%-32.5pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | 16.88% | 31.83%-15.0pp | 29.42%-12.5pp | 551.28%-534.4pp |
| Employer contribution / active EE | $3,373 | $3,615-6.7% | $3,023+11.6% | $4,663-27.7% |
| Participant deferral / active EE | $6,929 | $5,732+20.9% | $5,054+37.1% | $6,691+3.6% |
| Admin fee / account holder | $2,974 | $13,335-77.7% | $9,455-68.5% | $13,402-77.8% |