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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 | $57,096 | $106,923-46.6% | $84,023-32.0% | $152,909-62.7% |
| Participation rate | 63.2% | 75.3%-12.1pp | 69.0%-5.9pp | 82.5%-19.3pp |
| Annual return | 23.36% | 105.02%-81.7pp | 71.32%-48.0pp | 345.46%-322.1pp |
| Employer contribution / active EE | $1,165 | $2,735-57.4% | $1,984-41.3% | $4,764-75.6% |
| Participant deferral / active EE | $4,125 | $4,013+2.8% | $3,239+27.4% | $5,851-29.5% |
| Admin fee / account holder | $1,979 | $8,289-76.1% | $6,102-67.6% | $11,601-82.9% |