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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 | $66,470 | $117,846-43.6% | $102,434-35.1% | $145,884-54.4% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 19.13% | 31.90%-12.8pp | 29.46%-10.3pp | 551.85%-532.7pp |
| Employer contribution / active EE | $2,497 | $3,615-30.9% | $3,023-17.4% | $4,662-46.4% |
| Participant deferral / active EE | $15,967 | $5,733+178.5% | $5,055+215.9% | $6,690+138.7% |
| Admin fee / account holder | $14,936 | $13,356+11.8% | $9,462+57.9% | $13,392+11.5% |