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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 | $60,463 | $98,776-38.8% | $149,745-59.6% | $79,856-24.3% |
| Participation rate | 45.1% | 75.8%-30.7pp | 82.5%-37.4pp | 69.6%-24.5pp |
| Annual return | 22.53% | 27.38%-4.8pp | 276.72%-254.2pp | 31.71%-9.2pp |
| Employer contribution / active EE | $2,170 | $3,217-32.6% | $4,646-53.3% | $2,471-12.2% |
| Participant deferral / active EE | $3,494 | $5,681-38.5% | $6,843-48.9% | $3,741-6.6% |
| Admin fee / account holder | $639 | $6,053-89.4% | $9,312-93.1% | $5,306-88.0% |