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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 | $62,291 | $86,288-27.8% | $111,306-44.0% | $85,851-27.4% |
| Participation rate | 69.3% | 73.3%-4.0pp | 77.3%-8.0pp | 69.3%0pp |
| Annual return | 11.28% | 19.99%-8.7pp | 54.67%-43.4pp | 318.63%-307.4pp |
| Employer contribution / active EE | $2,117 | $2,044+3.6% | $2,732-22.5% | $2,565-17.5% |
| Participant deferral / active EE | $5,601 | $3,641+53.8% | $4,488+24.8% | $3,952+41.7% |
| Admin fee / account holder | $2,276 | $8,189-72.2% | $7,966-71.4% | $6,261-63.7% |