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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 | $59,778 | $106,923-44.1% | $84,023-28.9% | $152,909-60.9% |
| Participation rate | 61.1% | 75.3%-14.1pp | 69.0%-7.9pp | 82.5%-21.3pp |
| Annual return | 21.69% | 105.02%-83.3pp | 71.32%-49.6pp | 345.46%-323.8pp |
| Employer contribution / active EE | $2,211 | $2,735-19.2% | $1,984+11.4% | $4,764-53.6% |
| Participant deferral / active EE | $4,394 | $4,013+9.5% | $3,239+35.7% | $5,851-24.9% |
| Admin fee / account holder | $1,093 | $8,289-86.8% | $6,102-82.1% | $11,601-90.6% |