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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 | $223,823-71.9% | $211,142-70.2% | $154,746-59.3% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 27.15% | 50.39%-23.2pp | 46.84%-19.7pp | 172.34%-145.2pp |
| Employer contribution / active EE | $4,431 | $6,787-34.7% | $6,442-31.2% | $4,379+1.2% |
| Participant deferral / active EE | $8,958 | $9,750-8.1% | $9,284-3.5% | $6,730+33.1% |
| Admin fee / account holder | $405 | $19,707-97.9% | $19,076-97.9% | $14,365-97.2% |