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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 | $50,336 | $99,994-49.7% | $146,643-65.7% | $85,847-41.4% |
| Participation rate | 63.9% | 73.1%-9.2pp | 80.1%-16.2pp | 69.3%-5.4pp |
| Annual return | 12.95% | 18.93%-6.0pp | 22.75%-9.8pp | 318.61%-305.7pp |
| Employer contribution / active EE | $2,175 | $2,559-15.0% | $4,137-47.4% | $2,565-15.2% |
| Participant deferral / active EE | $5,543 | $4,006+38.4% | $5,506+0.7% | $3,952+40.2% |
| Admin fee / account holder | $1,757 | $7,703-77.2% | $10,280-82.9% | $6,261-71.9% |