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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 | $45,684 | $117,829-61.2% | $102,423-55.4% | $145,877-68.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 14.11% | 31.83%-17.7pp | 29.42%-15.3pp | 551.28%-537.2pp |
| Employer contribution / active EE | $3,100 | $3,615-14.2% | $3,023+2.6% | $4,663-33.5% |
| Participant deferral / active EE | $3,169 | $5,732-44.7% | $5,054-37.3% | $6,691-52.6% |
| Admin fee / account holder | $1,637 | $13,335-87.7% | $9,455-82.7% | $13,402-87.8% |