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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 | $56,759 | $106,247-46.6% | $96,515-41.2% | $139,466-59.3% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 15.35% | 38.47%-23.1pp | 35.73%-20.4pp | 373.66%-358.3pp |
| Employer contribution / active EE | $4,043 | $4,106-1.5% | $3,740+8.1% | $4,754-15.0% |
| Participant deferral / active EE | $9,036 | $5,456+65.6% | $4,880+85.2% | $6,712+34.6% |
| Admin fee / account holder | $10,263 | $7,885+30.2% | $6,735+52.4% | $11,409-10.0% |