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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 | $63,815 | $99,875-36.1% | $146,866-56.5% | $86,983-26.6% |
| Participation rate | 54.3% | 75.8%-21.5pp | 82.5%-28.2pp | 69.5%-15.3pp |
| Annual return | 16.83% | 28.10%-11.3pp | 102.85%-86.0pp | 25.83%-9.0pp |
| Employer contribution / active EE | $2,304 | $3,224-28.5% | $4,425-47.9% | $2,584-10.8% |
| Participant deferral / active EE | $4,508 | $6,322-28.7% | $7,759-41.9% | $4,194+7.5% |
| Admin fee / account holder | $7,526 | $7,838-4.0% | $13,620-44.7% | $7,856-4.2% |