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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 | $63,439 | $95,406-33.5% | $185,849-65.9% | $85,847-26.1% |
| Participation rate | 65.7% | 68.8%-3.1pp | 81.7%-16.0pp | 69.3%-3.6pp |
| Annual return | 15.08% | 23.59%-8.5pp | 122.10%-107.0pp | 318.61%-303.5pp |
| Employer contribution / active EE | $1,325 | $3,314-60.0% | $5,169-74.4% | $2,565-48.3% |
| Participant deferral / active EE | $3,356 | $3,424-2.0% | $5,569-39.7% | $3,952-15.1% |
| Admin fee / account holder | $3,396 | $7,214-52.9% | $16,244-79.1% | $6,261-45.8% |