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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 | $62,907 | $182,442-65.5% | $163,379-61.5% | $138,895-54.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 17.35% | 72.74%-55.4pp | 63.41%-46.1pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,370 | $4,159-67.1% | $3,752-63.5% | $4,194-67.3% |
| Participant deferral / active EE | $8,660 | $6,817+27.0% | $6,282+37.9% | $6,396+35.4% |
| Admin fee / account holder | $9,378 | $10,396-9.8% | $9,818-4.5% | $12,562-25.4% |