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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 | $63,000 | $209,336-69.9% | $197,124-68.0% | $137,256-54.1% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 27.15% | 48.09%-20.9pp | 44.34%-17.2pp | 220.34%-193.2pp |
| Employer contribution / active EE | $4,431 | $6,591-32.8% | $6,227-28.8% | $4,156+6.6% |
| Participant deferral / active EE | $8,958 | $9,614-6.8% | $9,135-1.9% | $6,407+39.8% |
| Admin fee / account holder | $405 | $17,308-97.7% | $16,298-97.5% | $12,270-96.7% |