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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 | $61,633 | $103,393-40.4% | $87,103-29.2% | $152,909-59.7% |
| Participation rate | 63.6% | 79.4%-15.7pp | 76.9%-13.2pp | 82.5%-18.8pp |
| Annual return | 24.01% | 28.10%-4.1pp | 28.19%-4.2pp | 345.46%-321.5pp |
| Employer contribution / active EE | $2,178 | $3,221-32.4% | $2,521-13.6% | $4,764-54.3% |
| Participant deferral / active EE | $5,546 | $4,778+16.1% | $4,049+37.0% | $5,851-5.2% |
| Admin fee / account holder | $1,686 | $12,195-86.2% | $7,491-77.5% | $11,601-85.5% |