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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 | $37,818 | $110,212-65.7% | $96,534-60.8% | $139,466-72.9% |
| Participation rate | 61.5% | 78.1%-16.6pp | 76.0%-14.4pp | 80.3%-18.8pp |
| Annual return | 17.23% | 26.42%-9.2pp | 25.88%-8.6pp | 373.66%-356.4pp |
| Employer contribution / active EE | $5,602 | $3,620+54.8% | $2,965+88.9% | $4,754+17.8% |
| Participant deferral / active EE | $15,086 | $5,547+171.9% | $4,851+211.0% | $6,712+124.8% |
| Admin fee / account holder | $17,474 | $11,599+50.7% | $8,253+111.7% | $11,409+53.2% |