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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 | $65,464 | $147,556-55.6% | $129,031-49.3% | $198,609-67.0% |
| Participation rate | 62.5% | 77.2%-14.7pp | 73.4%-10.9pp | 82.4%-19.9pp |
| Annual return | 11.31% | 37.41%-26.1pp | 34.67%-23.4pp | 202.70%-191.4pp |
| Employer contribution / active EE | $10,620 | $3,645+191.4% | $3,226+229.2% | $5,055+110.1% |
| Participant deferral / active EE | $7,711 | $5,760+33.9% | $5,217+47.8% | $6,977+10.5% |
| Admin fee / account holder | $680 | $15,467-95.6% | $13,208-94.9% | $19,030-96.4% |