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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 | $65,541 | $101,618-35.5% | $93,063-29.6% | $137,256-52.2% |
| Participation rate | 45.5% | 74.9%-29.5pp | 72.1%-26.7pp | 80.0%-34.5pp |
| Annual return | 20.76% | 223.95%-203.2pp | 34.15%-13.4pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,295 | $2,707-52.2% | $2,476-47.7% | $4,156-68.8% |
| Participant deferral / active EE | $6,361 | $4,279+48.6% | $3,958+60.7% | $6,407-0.7% |
| Admin fee / account holder | $5,928 | $6,198-4.4% | $6,033-1.7% | $12,270-51.7% |