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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 | $60,758 | $58,258+4.3% | $81,820-25.7% | $80,925-24.9% |
| Participation rate | 23.7% | 63.5%-39.7pp | 72.4%-48.7pp | 67.7%-43.9pp |
| Annual return | 17.78% | 41.76%-24.0pp | 777.93%-760.1pp | 35.65%-17.9pp |
| Employer contribution / active EE | $1,358 | $2,345-42.1% | $2,915-53.4% | $2,756-50.7% |
| Participant deferral / active EE | $2,624 | $3,284-20.1% | $4,323-39.3% | $4,299-39.0% |
| Admin fee / account holder | $3,798 | $4,976-23.7% | $7,391-48.6% | $6,940-45.3% |