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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 | $25,501 | $106,267-76.0% | $96,520-73.6% | $139,456-81.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 20.84% | 38.45%-17.6pp | 35.72%-14.9pp | 373.45%-352.6pp |
| Employer contribution / active EE | $2,448 | $4,105-40.4% | $3,739-34.5% | $4,753-48.5% |
| Participant deferral / active EE | $6,819 | $5,454+25.0% | $4,879+39.8% | $6,711+1.6% |
| Admin fee / account holder | $4,815 | $7,882-38.9% | $6,733-28.5% | $11,407-57.8% |